Group 1: Overseas Market Strategy - The penetration rate of new energy vehicles (NEVs) in overseas markets is currently low, indicating significant growth potential [1] - The company is one of the few independent suppliers in China capable of supporting mass production of overseas NEV models, having established itself as a supplier for major international automotive brands [1] - Initial small-batch deliveries for a project with Renault are set to begin in the second half of 2024, with other overseas projects progressing according to customer production schedules [1] Group 2: Domestic Market Competition - The domestic NEV market has rapidly expanded due to improvements in safety, charging speed, and intelligence, leading to intense competition among automakers [2] - Price wars are a significant factor intensifying market competition, which pressures suppliers to continuously optimize product offerings and increase material cost efficiency [2] - The market is expected to evolve into a structure where leading automakers dominate the major market shares, with weaker brands facing potential elimination as consumer awareness of NEVs increases [2] Group 3: Technology Development - The application of the 800V high-voltage platform is crucial for enhancing fast charging power, addressing consumer range anxiety associated with conventional charging methods [2] - The company initiated the development of 800V high-voltage vehicle power supply integration products several years ago, which are now in mass production and support multiple models from brands like Xiaomi and GAC [2] - Several 800V platform projects are currently under research and development [2]
富特科技(301607) - 2024年11月13日投资者活动关系记录表