Group 1: Industry Trends and Company Strategy - The esports industry is experiencing significant growth, leading to increased demand for gaming peripherals, which the company plans to leverage by focusing on high-end products like magnetic axis keyboards [2][3] - The rise of remote work and online education is changing the demand structure for computer peripherals, prompting the company to enhance its product strategy to meet these new needs [3] - The company aims to deepen its presence in the esports market and optimize product experiences through technological upgrades [2][3] Group 2: Financial Performance - In Q1 2025, the company achieved a revenue of CNY 305 million, representing a year-on-year growth of 32.9% [3][5] - For the year 2024, the company reported a revenue of CNY 1.324 billion, a 49.01% increase compared to the previous year, and a net profit of CNY 115 million, up 72.49% [4][12] - The company’s R&D investment for the year was CNY 58.7 million, reflecting a 32.27% increase, focusing on enhancing product competitiveness and user experience [12] Group 3: Market Expansion and International Strategy - The company employs an ODM model to collaborate with international brands, supplying peripherals like keyboards and mice, with a sales network covering Europe, North America, and Japan [4][5] - The company plans to continue strengthening partnerships with international clients and expand its market presence through effective resource sharing and collaboration [5][6] Group 4: Product Development and Innovation - The company is advancing its new product development projects, focusing on key technology indicators and performance optimization, with plans to accelerate the launch of new products [7][12] - The product categories with the highest sales in 2024 were keyboards (48.72%), mice (21.35%), and keyboard-mouse sets (23.76%) [12] - The company is committed to continuous innovation in product design and technology, aiming to enhance user comfort and operational efficiency [12] Group 5: Future Outlook and Shareholder Returns - The company maintains an optimistic outlook for 2025, supported by strong order volumes and ongoing capacity expansion projects in Zhuhai and Vietnam [5][6] - A shareholder return plan has been established, proposing a cash dividend of CNY 6.5 per 10 shares, totaling CNY 52 million, pending approval at the annual shareholder meeting [8][12]
智迪科技(301503) - 301503智迪科技投资者关系管理信息20250508