Group 1: Company Overview - Demais is a leading enterprise in the precision shaft and precision cutting parts market in China, with established long-term partnerships with global automotive parts suppliers [2][4] - The company’s products include window systems, power systems, chassis systems, and industrial precision components, exported to North America, Europe, and Japan [2][4] Group 2: Client Relationships - Demais has strategic partnerships with major multinational automotive parts suppliers, including Bosch, DENSO, Aisin Seiki, Valeo, and others, with the top five clients being globally recognized [4] Group 3: Future Growth and Product Development - The company plans to enhance its focus on new energy vehicle products and expand into fuel vehicle engine systems, thermal management systems, and autonomous driving fields [5] - Demais aims to maintain existing client relationships while actively developing new domestic high-quality clients [5] Group 4: Production Capacity and Financial Performance - The current order situation is stable, and production capacity is reported to be good [7] - The company’s gross profit margin for 2023 is 21.70%, showing an increase from 21.29% in 2022, indicating no decline in profitability [8] Group 5: Export and Market Expansion - Approximately 30% of the company’s revenue comes from exports, with ongoing market development in countries like South Korea and Mexico [9] Group 6: Research and Development - Demais emphasizes R&D investment to maintain its technological leadership, with a focus on digitalization and automation to enhance production capabilities [11]
德迈仕(301007) - 2025年2月11日投资者关系活动记录表