Group 1: Company Overview and Strengths - The company is a national high-tech enterprise specializing in customized LCD displays, display modules, and touch screens, holding 63 patents, including 9 invention patents, with superior technology performance in high contrast and reliability compared to industry averages [1] - The products are widely applied across various industries, including smart home, industrial control, healthcare, and automotive electronics, demonstrating comprehensive supply and rapid delivery capabilities [2] Group 2: Competitive Advantages in Automotive Electronics - The company has obtained IATF16949 certification for the automotive industry, offering VA modules, TFT modules, and VA+TFT combination screens with superior viewing angles, response speeds, and refresh rates compared to traditional displays [3] - Successful partnerships with major automotive manufacturers such as BYD, Dongfeng, and Changan, covering multiple passenger and commercial vehicles, as well as two-wheeled and three-wheeled vehicles [3] Group 3: Investment and Acquisition Strategy - The company has established an industrial fund with professional institutions for external investments, focusing on industries that can create effective resource synergies with existing businesses, particularly in semiconductor production [4] - In acquisitions, the company emphasizes core technological capabilities, customer channels, team building, and operational efficiency of target enterprises to enhance resource synergy and market competitiveness [4] Group 4: Future Production Capacity - The company operates two production bases: the Tanwei base (71,000 m²) and the Lingshan base (132,000 m²), with the Tanwei base currently contributing the majority of production value [5] - Plans to enhance production capacity for small to medium-sized color LCD touch display modules at the Tanwei base and focus on large-sized products at the Lingshan base to meet growing market demands, especially in smart home and automotive sectors [5] Group 5: Future Planning - The company aims for long-term, stable, and high-quality development while creating substantial returns for investors, aligning closely with policy directions and market demands [6] - Plans to continuously upgrade existing products and optimize structures, while introducing innovative products and technologies to expand application fields and achieve favorable returns for investors [7]
天山电子(301379) - 2025年02月14日投资者关系活动记录表