奥海科技(002993) - 2025年4月30日投资者关系活动记录表

Group 1: Financial Performance - The company plans to distribute a cash dividend of RMB 9 per 10 shares for the fiscal year 2024, with a total cash dividend of RMB 411 million for the first three quarters of 2024, resulting in a dividend yield of 4.02% based on a market capitalization of RMB 10.236 billion as of April 30, 2025 [2][3] - In Q4 2024, the company reported revenue of RMB 1.877 billion, a year-on-year increase of 16.89% and a quarter-on-quarter increase of 18.44%. The net profit attributable to shareholders was RMB 164 million, up 77.78% year-on-year [3][4] - For Q1 2025, revenue was RMB 1.442 billion, a year-on-year increase of 5.79%, with a net profit of RMB 125 million, reflecting a 1.70% increase year-on-year [3][4] Group 2: Stock Buyback and Incentives - The company has conducted stock buybacks to enhance its long-term incentive mechanism and motivate management and key personnel, signaling confidence in its future development [4][5] - The company has successfully met its previous equity incentive targets for two consecutive years, establishing a good reputation in the industry and attracting high-end talent [5] Group 3: Industry Outlook and Growth Drivers - The company is positioned to benefit from the rapid growth of AI and smart manufacturing, focusing on high-performance servers, AIoT smart terminals, and service robots, which are driving demand for smart hardware [6][7] - Future growth will be driven by the integration of AI technology and industry transformation, leading to increased demand for high-power smart devices and the ongoing transition of electric vehicles towards intelligence [7][8] Group 4: Globalization and Supply Chain Strategy - The company has established a global manufacturing network with six smart manufacturing bases, effectively mitigating the impact of potential tariffs on its operations [8][10] - The company’s revenue from U.S. products accounts for approximately 10%, with U.S. sales contributing only about 3% of total revenue, indicating limited direct impact from U.S. tariffs [8][10] Group 5: Technological Innovations - The company has developed a comprehensive set of power conversion solutions, including rectifiers, inverters, and DC-DC converters, and is focused on enhancing product efficiency through high-frequency technology [8][12] - Key technological advancements include hardware integration, AI-assisted software development, and innovative materials, positioning the company as a leader in the power electronics sector [12][13] Group 6: Future Development Directions - The company aims to enhance its vertical technology capabilities in magnetic technology, thermal management, and semiconductor applications to achieve competitive advantages in technology and cost [15][16] - The company is expanding its product offerings in the robotics power supply sector, ensuring compatibility with mainstream robotic products and providing comprehensive power solutions [16][17]