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 major securities and investment firms [2] - Company representatives included board members and financial executives, specifically Vice General Managers Liang Meiyi and 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, reflecting a growing integration in smart vehicles [3] - The company’s self-developed AKⅡ ultrasonic sensor meets functional safety requirements and is compatible with AVP L2 and above autonomous driving levels, showcasing significant technological 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] - 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 growth, with a commitment to meeting customer needs in various sectors including smart automotive and consumer electronics [4][10] - New products in the haptic feedback sector have gained traction in applications such as laptops and smart devices, with ongoing projects in multiple key application areas [5] Group 5: Strategic Partnerships and Future Outlook - The company maintains a stable partnership with Desay SV, despite recent share reductions, ensuring continued collaboration in the ultrasonic sensor market [7] - The company plans to implement a stock incentive program to motivate core management and technical teams, aligning with future growth strategies [10] Group 6: Technological Advancements - The development of lead-free piezoelectric ceramic technology is expected to expand applications in food processing, pharmaceuticals, and medical devices, addressing international market gaps [11] - The company 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