芯导科技(688230) - 芯导科技投资者关系活动记录表20241108

Group 1: Company Overview and Market Position - The company focuses on high-performance, low-power semiconductor products, primarily in the power semiconductor sector [1][2] - The company maintains a stable gross margin by fostering long-term strategic partnerships and optimizing supply chain resources [1][2] Group 2: Product Development and Innovations - The company is developing mid-to-low voltage GaN HEMT products, with 40V samples currently undergoing client testing [2] - The company has a series of IGBT products in development, including 1200V100A and 1700V150A/200A, aimed at industrial control and new energy applications [2] Group 3: Financial Performance - The company achieves a high net profit margin by maintaining operational efficiency and controlling costs while ensuring a stable gross margin [2][3] Group 4: Investment Strategy - The company is focused on identifying high-synergy investment opportunities related to its technology and products, particularly in automotive electronics and renewable energy sectors [3]