Group 1: Customer Structure and Market Expansion - The company has a diverse customer structure, including traditional domestic automakers, new energy vehicle manufacturers, and overseas automotive companies, establishing itself as a supplier for top-tier international vehicle manufacturers and high-end brand electric vehicles [1] - Key clients include major companies such as GAC Group, Great Wall Motors, NIO, Renault, Xiaopeng Motors, Xiaomi Motors, BYD, Changan Automobile, and Stellantis, among others [1] - The company is focused on deepening its application of high-voltage power supply products for new energy vehicles and continuously optimizing its overall customer structure [1] Group 2: International Market Development - Expanding into international markets is a crucial development direction for the company, leveraging the rapid growth of China's new energy vehicle sector [1] - The company has established relative advantages in technology iteration, response speed, and cost compared to overseas suppliers, aiming to build global competitive capabilities [1] - The company adheres to a customer-oriented value perspective, actively exploring new customer needs while serving existing clients [1] Group 3: Product Development and Profitability - The company has achieved a technological breakthrough in high-power liquid-cooled power modules, primarily supporting products for Volkswagen and its partners [2] - The liquid cooling method significantly reduces noise pollution and broadens application scenarios, addressing challenges in promoting charging stations in residential communities [2] - The overall gross profit margin is maintained at a stable level through product iteration and supplier price negotiations, influenced by product structure, power density, and development requirements [2]
富特科技(301607) - 2024年10月9日投资者活动关系记录表