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荣亿精密(873223) - 关于投资者关系活动记录表的公告

Group 1: Financial Performance - The company's revenue for the first three quarters of this year was 209 million CNY, representing a year-on-year growth of 17.81% [2] - The company reduced its losses by over 4 million CNY compared to the same period last year [2] - The overall revenue growth is attributed to the steady development of the 3C business and the expansion into the new energy vehicle sector [2] Group 2: Business Strategy - The company has two main business segments: 3C precision components and new energy vehicle precision components, with a focus on technological innovation and product quality [2] - The strategic goal is to maintain market share and revenue in the 3C sector while expanding into high-value areas like new energy vehicles and energy storage [4] - The company aims to enhance its competitive position in the precision components industry through continuous investment in emerging sectors [4] Group 3: Market Impact and Policies - Recent government policies promoting the replacement of old appliances and vehicles have positively impacted the company's performance, with a reported 20% subsidy for replacements [3] - During the National Day holiday, the automotive market saw a 11.7% increase in new car sales, with new energy vehicles growing by 45.8% [3] - The company has established relationships with well-known clients in both the 3C and automotive sectors, which positions it to benefit from these market trends [3] Group 4: Investment and Future Outlook - The company has completed significant fixed asset investments, with ongoing projects like the smart factory and R&D center now operational [4] - As of September 2024, the company's ongoing construction projects amounted to 6.12 million CNY, indicating a reduction in construction costs [4] - The company is currently not planning any large-scale investments beyond equipment-related expenditures [4] Group 5: Customer Base and Product Offerings - Key clients in the 3C sector include Compal, Wistron, and Foxconn, while automotive clients include Bosch, Valeo, and BYD [6] - The company provides precision fasteners, connectors, structural parts, and stamped parts for various industries, including 3C, automotive, communications, and power equipment [6] - The company is preparing for the growing AI PC market, with predictions indicating a 62% penetration rate by 2027 in the Greater China region [5]