Group 1: Revenue Composition - The revenue composition of the company consists of micro-acoustic products and audio products in a ratio of approximately 5:1 [5] Group 2: Customer Structure - The company employs a direct sales model, divided into domestic and export sales, primarily targeting ODM manufacturers and brand manufacturers in the consumer electronics sector [6] - The top five customers account for nearly 40% of sales, with leading ODM manufacturers Longqi Technology and Huqin Technology consistently ranking at the top [6] Group 3: Core Competitiveness - The company maintains long-term stable relationships with major brand manufacturers and ODMs, supported by over 60 authorized patents and core technologies in product design and production processes [8] - The company has multiple fully automated assembly lines, enabling scale effects and rapid response to diverse customer orders [8] Group 4: Market Opportunities - The company operates in the electroacoustic components manufacturing sector, benefiting from national industrial policy support and a well-established domestic supply chain [10] - Emerging applications in smartphones, tablets, laptops, smart wearables, AR/VR, and new energy vehicles present significant growth prospects [10][11] Group 5: Order Status - The company currently has stable orders across all product lines, with production being organized in accordance with customer expectations [12] - There is confidence in future business development, with plans to increase R&D and market investment to secure more quality orders [12]
豪声电子(838701) - 投资者关系活动记录表（更正后）