苏奥传感(300507) - 300507苏奥传感投资者关系管理信息20250512

Financial Performance - In 2024, the company achieved a revenue of 1.67 billion CNY, representing a growth of 48.87% compared to 2023 [7] - The net profit attributable to shareholders was 138 million CNY, an increase of 11.31% year-on-year [7] - The significant revenue growth was partly due to the consolidation of the subsidiary Boinel's financial results [7] Sales Composition - Domestic sales accounted for 95.39% of total revenue, while international sales made up 4.61% [2][3] Accounts Receivable Management - The increase in accounts receivable was primarily due to the consolidation of Boinel, prompting the company to implement measures to mitigate collection risks, including credit assessment optimization and dynamic monitoring [3] Cost Structure Optimization - The company plans to enhance profit margins through various strategies, including: - Cost breakdown analysis and price auditing [3] - Supply chain optimization and production efficiency improvements [3] - Product structure optimization by phasing out low-margin products [3] - Digital cost monitoring and intelligent decision support [3] Industry Context - In 2024, China's automotive production and sales reached 31.28 million and 31.44 million units, respectively, with year-on-year growth of 3.7% and 4.5% [12] - The rapid growth of the new energy vehicle sector, with sales increasing by 34.4%, is a key driver of industry transformation [14] R&D and Innovation - The company holds 192 patents, with 25 being invention patents, and invested approximately 60.64 million CNY in R&D, accounting for 3.63% of revenue [12] - The company is recognized as a national high-tech enterprise and is focused on enhancing its R&D capabilities [12] Future Outlook - The company aims to strengthen its core business and improve profitability while adapting to new industry dynamics [5] - Plans to expand into intelligent driving and battery management sectors related to new energy vehicles are underway [5]