Group 1: Company Position and Market Strategy - The company maintains a leading position in the automotive intelligent core electronic products sector, focusing on smart electronic control and related products, with a steady increase in market share [1] - Future development will emphasize deepening the automotive intelligent core electronics field, aligning with the rapid growth of new energy vehicle technology [2] - The company plans to enhance strategic cooperation with core suppliers and expand market share with global leading customers [2] Group 2: Business Development Plans for 2025 - In 2025, the company aims to extend key core technology applications and strengthen product innovation and upgrades [2] - The smart wiper system business will focus on technology iteration and product upgrades, targeting collaborations with major domestic and international automotive manufacturers [2] - The semiconductor power device business achieved revenue of approximately 179 million yuan, a year-on-year increase of 58.35%, contributing to new revenue and profit growth [4] Group 3: Investment and Market Opportunities - The company is actively monitoring trends in artificial intelligence and robotics, considering market opportunities in these emerging sectors [3] - There are no immediate plans for investments or acquisitions in the AI and robotics sectors, but the company will keep an eye on industry developments [3] - The company is committed to optimizing product structure and enhancing vertical integration within the supply chain in response to the rapid development of new energy vehicles [3] Group 4: Shareholder Returns and Market Confidence - The company’s profit distribution plan considers reasonable returns to investors, profitability, and funding needs for development [3] - Management is focused on improving operational capabilities and profitability to support market confidence and shareholder returns [4] - The company’s overseas subsidiary in Malaysia has commenced production, which is part of its global strategy to enhance international competitiveness [5]
云意电气(300304) - 300304云意电气投资者关系管理信息20250327