Group 1: Company Overview - The company’s history, development strategy, and main business were introduced by Secretary Li Bin during the investor relations activity [2] - The company has successfully developed commercial vehicle fleet clients in China, such as Shentong Logistics and Baifa Logistics, and has begun small-scale installation testing [2] Group 2: Product and Market Insights - The price of the commercial vehicle sensor set (including digital information control devices and sensors) ranges from ¥2,000 to ¥3,000 [2] - The company’s TPMS sensors cover over 95% of vehicle models globally, providing a competitive advantage and brand recognition in the market [2] Group 3: Financial Performance and Strategy - The company’s high gross margin is attributed to technological barriers and channel advantages, including partnerships with well-known foreign fleet service providers [2] - Currently, there are no plans for refinancing [3] Group 4: Research and Development - A joint research center with Zhejiang University was established to focus on intelligent automotive pressure sensors and AI sensors, with the project currently in the feasibility research stage [2]
万通智控(300643) - 2025年5月19日至5月20日投资者关系活动记录表