智莱科技(300771) - 300771智莱科技投资者关系管理信息20250425

Group 1: Financial Performance - The main driver for the increase in net profit for 2024 is attributed to a rise in orders and increased income from self-managed financial investments [2] - The gross profit margin for 2024 has slightly increased compared to 2023, with no significant impact from raw material costs and exchange rate fluctuations [4] - Revenue from the top five customers has slightly increased in 2024 compared to 2023, indicating no over-reliance on a single customer [3] Group 2: Market Outlook - The domestic express cabinet market is experiencing a slowdown in growth, but the demand for smart cabinets is expected to continue if property fee issues are resolved [3] - The company is actively expanding its overseas business, particularly in regions like the US and Southeast Asia, while monitoring the impact of US tariff policies [4] - The company has developed a take-out cabinet product that has been positively received in the industry [4] Group 3: Technological Development - The technology of smart cabinets is currently mature, with AI recognition already implemented in the storage and delivery sectors [3] - The company is focusing on technological upgrades for the next generation of smart cabinets, exploring applications beyond the express delivery industry [4] - The company is aware of potential technology substitution risks and is committed to monitoring new technologies in the smart storage and delivery field [5] Group 4: Strategic Planning - The company aims to balance R&D investment with profitability enhancement through organizational optimization [5] - Future growth points include not only smart cabinets but also other storage and delivery solutions that have shown promising development [5] - The company has a history of consistent dividends and has completed stock repurchase plans, with no new repurchase plans currently in place [4]