Group 1: Company Overview - The company primarily engages in the research, production, and sales of on-board chargers (OBC), on-board DC/DC converters, and high-voltage power systems for new energy vehicles, as well as non-vehicle high-voltage power systems like liquid-cooled ultra-fast charging piles and smart DC charging modules [1] - The main function of on-board power products is to convert AC power from the grid into DC power for charging new energy vehicle batteries, and to convert high-voltage DC output from batteries into low-voltage DC for various low-voltage loads [1] Group 2: Competitive Advantages - The company places a strong emphasis on R&D investment, maintaining a robust R&D team that has accumulated significant technical advantages and experience [2] - It adheres to automotive-grade management requirements and has obtained IATF16949 quality management system certification, establishing a quality advantage in product development and manufacturing [2] - The company aims to leverage its technical expertise and experience to expand into overseas markets and enhance its global competitiveness [2] Group 3: Business Model - The company's business primarily targets enterprises, with downstream clients mainly consisting of new energy vehicle manufacturers and supporting enterprises [2] - The company collaborates with clients during the new model development phase, providing product solutions and entering mass production after client approval [2] Group 4: Technology Trends - Silicon carbide (SiC) materials, as third-generation semiconductor materials, offer higher voltage resistance, conductivity, and lower switching losses compared to traditional silicon materials, making them a significant trend in the industry [2] - The company is actively researching the application of SiC devices and has achieved mass production of SiC semiconductor devices, indicating a mature application technology [3]
富特科技(301607) - 2024年10月22日投资者活动关系记录表