Group 1: Investor Relations Activity Overview - The investor relations activity took place from October 31, 2024, to November 1, 2024, in an online format, with participation from 31 institutions including Dongwu Securities and Xinhua Pension [2] - Company representatives included board members and financial executives, specifically Vice General Manager Liang Meiyi and Vice General Manager Li Lei [2] Group 2: Product Applications and Market Position - The company's ultrasonic sensors are increasingly used in the automotive sector, with models adopting 12-14 ultrasonic sensors, enhancing the sensor integration rate and vehicle installation quantity [3] - The company’s self-developed AKⅡ vehicle-mounted ultrasonic sensor meets functional safety requirements and is compatible with AVP L2 and above autonomous driving levels, showcasing significant technical advantages [3] Group 3: Financial Performance and Profitability - The gross margin for automotive sensors has slightly decreased year-on-year due to intense competition and fluctuations in raw material prices, but the company aims to maintain stable profit levels through product and technology upgrades [3][4] - Non-recurring gains increased due to government subsidies, while credit impairment losses rose in line with accounts receivable growth [8] Group 4: Product Development and Innovation - The company is focused on continuous product and technology innovation to drive sustainable development and profitability, with a strong emphasis on meeting customer needs [4][10] - New products in the haptic feedback actuator category have gained traction in consumer electronics, with small batch orders received for applications in laptops and smart devices [5] Group 5: Strategic Partnerships and Shareholder Relations - The recent share reduction by Desay SV is complete, and it is expected not to impact the ongoing collaboration between the two companies [7] - The company is committed to maintaining shareholder interests while pursuing future development plans, including potential dividend distributions [9] Group 6: Future Outlook and Strategic Focus - The company plans to focus on "strong artificial intelligence" technologies, with an uncertain but potentially significant market impact [10] - The implementation of the 2023 equity incentive plan is ongoing, aimed at motivating core management and technical teams [10] Group 7: Technological Advancements - The development of lead-free piezoelectric ceramic technology is expected to expand applications in various fields, including food processing and medical devices [11] - The company has successfully launched a lead-free ultrasonic flow measurement solution in collaboration with ScioSense at the Enlit Europe 2024 exhibition [11]
奥迪威(832491) - 投资者关系活动记录表