Group 1: Customer Structure and Revenue - In 2024, the concentration of customers decreased, with the top five customers accounting for 36.16% of revenue, down from 56.15% in 2023, a reduction of 3.87% year-on-year, due to the orderly mass production of new customer projects [1] - The company expects continued optimization of customer structure as the scale of designated customers expands [1] Group 2: Pricing Strategy - The company bases its pricing strategy on BOM raw material costs, considering manufacturing costs, period expenses, and reasonable profit margins, with dynamic adjustments based on project complexity and customer requirements [1] Group 3: Overseas Business Expansion - In 2024, direct export revenue accounted for 6.8% of total revenue, indicating initial success in overseas business expansion [2] - The company focuses on major international automotive enterprises, enhancing its market share through customized products and solutions [2] Group 4: Impact of Third-Generation Semiconductor Materials - The company has developed topology application technology based on SiC, improving power density and reducing component count, thus lowering costs and enhancing product reliability [3] - Ongoing research into GaN materials is also being conducted, with updates to be disclosed in future reports [3] Group 5: Gross Margin Fluctuations - Gross margin fluctuations are influenced by market competition and supply chain costs, with a slight decline in overall gross margin due to aggressive pricing strategies in the automotive sector [4] - The company aims to stabilize gross margin through technology cost reduction and supply chain collaboration [4] Group 6: Business Diversification - The company has expanded its business beyond core operations, developing products like smart DC charging power modules and liquid-cooled ultra-fast charging power modules, leveraging existing technology and experience [5] - The functionality of vehicle-mounted products has diversified, with plans to extend business based on market trends and energy network demands [6]
富特科技(301607) - 2025年5月8日投资者关系活动记录表