奥海科技(002993) - 2024年12月11日投资者关系活动记录表

Group 1: Industry Trends and Company Positioning - The industry is currently experiencing both proactive and reactive trends that favor the company's development, with a significant concentration among leading firms driven by AI technology [3] - The company is positioned as a leading power supply enterprise, benefiting from a virtuous cycle of scale and competitive enhancement [3] Group 2: Technological Advancements and Competitive Advantages - The company focuses on green and low-carbon development, specializing in three key areas: consumer electronics, new energy vehicles, and digital energy [4] - It has become a national high-tech enterprise engaged in the design, R&D, production, and sales of energy-efficient applications [4] Group 3: International Expansion and Revenue Growth - The company has established a global presence with over 2,000 product certifications across more than 90 countries, achieving overseas revenue of 1.015 billion yuan in the first half of 2024, a year-on-year increase of 42.93%, accounting for 34.29% of total revenue [4][5] - The company has set up six overseas offices and six major intelligent manufacturing bases globally, enhancing its international manufacturing and sales capabilities [4] Group 4: Impact of AI and Market Policies - AI is driving a new wave of technological transformation, boosting demand in the consumer electronics market, particularly for high-capacity fast charging solutions [5] - Recent consumer subsidy policies in various regions are expected to positively impact the sales of electronic products, with a notable 1,701% increase in mobile phone sales in Jiangsu province following subsidy announcements [5] Group 5: New Energy Vehicle and Server Power Supply Developments - The company's subsidiary is advancing in the new energy vehicle sector, providing control systems for both passenger and commercial vehicles [5] - The company is actively developing server power supply solutions, with ongoing supply of products under 3.6KW and 4KW, leveraging its overseas manufacturing capabilities [5]