国力股份(688103) - 投资者关系活动记录表

Group 1: Financial Performance - The company's Q3 2024 revenue reached 136.177 million CNY, an increase of 8.61% compared to the same period last year, driven primarily by the growth in the new energy vehicle and semiconductor sectors [1] - For the first three quarters of 2024, the revenue from the direct current contactor products was 287 million CNY, reflecting a significant increase of 62.6% year-on-year [2] - The revenue from vacuum capacitors for the first three quarters of 2024 was 57 million CNY, marking a substantial increase of 112.5% compared to the previous year [2] Group 2: Business Strategies and Measures - The company plans to enhance operational efficiency through lean management and strategic procurement, aiming to improve gross profit margins despite a decline in overall product margins [2] - R&D investment increased by 62.57% in Q3 2024, focusing on projects in the new energy vehicle, aerospace, military, and semiconductor sectors [2] - The company has established a strategic procurement department to manage supplier relationships and ensure stable raw material supply [5] Group 3: Market Expansion and Customer Relationships - The company has successfully established partnerships with several leading new energy battery and vehicle manufacturers, enhancing its market presence [3] - The company is actively expanding into overseas markets through technology licensing and core component exports, aiming to diversify its product offerings [4] - The company has received orders for high-end customized products in the semiconductor and aerospace sectors, indicating strong demand and future growth potential [4] Group 4: Challenges and Future Outlook - The company faces challenges in adapting to rapid technological changes in battery technology, necessitating continuous innovation and strategic partnerships [5] - The aerospace and military sectors impose high standards for product performance and reliability, requiring ongoing R&D investment and risk management [5] - The company is committed to optimizing its after-sales service system to enhance customer satisfaction and loyalty [6]