兆威机电(003021) - 2024年12月12日投资者关系活动记录表

Group 1: Company Performance - In the first half of 2024, the company achieved revenue of 64,511.24 million, a year-on-year increase of 28.10% [3] - The net profit attributable to shareholders reached 9,382.71 million, growing by 29.05% compared to the previous year [3] - Revenue breakdown: - Automotive electronics: 33,963.43 million (52.65% of total revenue) [4] - Smart consumer products: 15,298.81 million (23.71% of total revenue) [4] - Communication industry: 8,722.98 million (13.52% of total revenue) [4] - Medical and personal care: 1,549.34 million (2.40% of total revenue) [4] - Other sectors: 4,976.69 million (7.71% of total revenue) [4] Group 2: Strategic Focus and Innovation - The company emphasizes technological innovation as a key driver for performance, focusing on core technology and R&D investment [2] - Plans to extend product lines into motor drive control modules, aiming to provide integrated solutions of "precision components + transmission + control" [3] - The company is committed to expanding its product applications in automotive electronics, medical, and industrial automation sectors [5] Group 3: Market Adaptation and Customer Engagement - The company actively explores technology development and customer product needs to adapt to market changes [5] - It aims to enhance customer communication and identify industry demands to provide comprehensive solutions [6] - The company is focused on developing competitive products to mitigate pricing pressures from clients [6] Group 4: Future Growth and Investment - The company views the robotics industry as a significant growth area and plans to invest in this sector [5] - Future capital expenditures will be disclosed in accordance with relevant regulations [5] - The company is enhancing its capabilities in precision transmission products within the medical and personal care sectors [5]