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威贸电子(833346) - 投资者关系活动记录表

Group 1: Investor Relations Activity Overview - The investor relations activity took place from February 13 to February 14, 2025, at the Shanghai Kempinski Hotel and Shanghai Pudong Shangri-La Hotel [3] - Participating institutions included various securities firms and asset management companies, with a total of 20 attendees [3] - The company was represented by the Deputy General Manager and Board Secretary, Mr. Zhou Weidi [3] Group 2: Impact of Tariffs and Market Strategy - The impact of the U.S. tariff increase on the company's business is minimal, as sales to the North American market account for a small proportion of overall revenue [4] - The company has established long-term relationships with global enterprises, which enhances stability and responsiveness to customer needs [4] Group 3: Low-altitude Economy Initiatives - The company has leveraged its experience in automotive and industrial automation wiring harnesses to develop low-altitude flying vehicle projects [5] - Collaboration with XPeng Huitian on charging system wiring harnesses is nearing completion, with preparations for mass production underway [5] Group 4: Automotive Lighting Projects - The company has launched the first fully automated production line for IDC piercing connectors in the automotive sector, securing projects with major brands like Mercedes-Benz and Audi [6] - New projects are in development, aiming to meet additional customer needs in automotive lighting [6] Group 5: Copper Price Fluctuation and Cost Management - The company has shifted towards componentization and integration strategies, reducing the impact of copper price fluctuations on profitability [8] - Copper wire constitutes a small portion of raw materials, and the company employs measures such as price locking with suppliers to control procurement costs [8]