诺瓦星云(301589) - 2024年12月6日投资者关系活动记录表

Group 1: Company Performance and Growth - The company's performance was driven by external macroeconomic factors, with domestic market pressures but strong overseas growth, particularly in the MLED sector, which saw rapid revenue growth due to early technological investments [4] - The company actively explores high-value areas in downstream applications, contributing to higher gross margins [5] - The gross profit margin improved compared to the same period last year due to the expansion into high-value downstream applications and significant cost reduction efforts [5] Group 2: Supply Chain Management - The company emphasizes supply chain security and has taken measures such as strategic investments in domestic chip manufacturers to ensure supply chain safety [4] - Strategic reserves have been established for high-end chip materials that cannot be domestically replaced in the short term [4] - An overseas production base has been established in Thailand to mitigate extreme risks [4] Group 3: International Market Strategy - The company has been expanding its overseas presence for 11 years, with a service team of approximately 200 people promoting brands and products in various regions [4] - The company maintains direct contact with customers, suppliers, and engineers through local distributors and technical service teams, providing ongoing technical support [4] - A broad partner network has been established globally to capture changes and trends in end-user demand [4] Group 4: Talent Management and Future Outlook - The company focuses on talent acquisition and development, implementing comprehensive incentive measures to maximize employee creativity [5] - A diverse development pathway for different types of talent has been created to enhance employee potential [5] - Future trends indicate continued growth in the MLED sector, with increased international staffing and an expanded overseas distribution system [5] - Domestic market demand is expected to improve due to recent government policies aimed at stimulating economic growth [5]