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沪电股份(002463) - 2025年1月6日投资者关系活动记录表
002463WUS(002463)2025-01-06 08:30

Group 1: Company Overview - The company focuses on high-performance, high-layer interconnect printed circuit boards, particularly in the fields of communication equipment, data center infrastructure, and automotive electronics [2][3]. - The company adheres to a differentiated product competition strategy, leveraging technological, managerial, and service advantages [2]. Group 2: Market Conditions - The automotive sector is experiencing a shift due to the rapid increase in new energy vehicle penetration, leading to intensified competition and price wars among manufacturers [3]. - Despite a potential slowdown in the growth rate of new energy vehicles, their market penetration is expected to continue rising [3]. Group 3: Business Strategy - The company aims to enhance its technological capabilities and product quality by deepening collaborations with clients in the new energy vehicle sector, focusing on key technologies and early-stage design [3]. - Investments will be made to improve production efficiency, automation, and the introduction of new technologies to reduce costs and enhance product quality [3].