锐新科技(300828) - 2024年度网上业绩说明会20250508

Group 1: Financial Performance - In 2024, the company achieved a revenue of 622 million CNY, with a net profit of 55 million CNY, a gross margin of 18.24%, and a net margin of 8.89% [3] - In Q1 2025, the company reported a revenue of 140 million CNY, a year-on-year decrease of 0.82%, and a net profit of 11.59 million CNY, down 11.96% year-on-year [9] Group 2: Business Strategy and Development - The company is focusing on diversifying its business to mitigate risks and maintain stable operations, particularly in the new energy vehicle (NEV) sector [2] - A new lightweight component production base for NEVs is under construction, aimed at enhancing market competitiveness and product value [4] - The establishment of a subsidiary in Thailand is expected to bolster overseas business and enhance the company's ability to withstand market risks [6] Group 3: Market Position and Competitiveness - The company maintains a diversified business layout to spread risks and ensure stable operations, particularly in the automotive lightweight and thermal management systems [3] - The company’s products are primarily used in industrial automation, medical devices, and the automotive lightweight and NEV sectors, with a focus on high-quality customer development [8] - The company is actively exploring innovative development models to achieve sustainable growth in the NEV market [7] Group 4: R&D and Innovation - The company is committed to increasing R&D investment, particularly in electric automation components and lightweight automotive parts, to enhance market competitiveness [6] - Recent advancements include the development of new aluminum alloy heat sinks and manufacturing processes, aimed at reducing costs and improving efficiency [6] - The company plans to continue aligning its product development with market trends and customer needs, particularly in the NEV sector [4]