Group 1: Investor Relations Activities - The company held an earnings briefing on May 19, 2025, via an online platform [3] - Key attendees included the Chairman, General Manager, and Financial Director [3] Group 2: AI and Smart Manufacturing - The company is investing in automated production lines to enhance efficiency [5] - Future plans include optimizing smart production processes and improving quality control [5] Group 3: Financial Impact of Currency Fluctuations - The company monitors foreign exchange fluctuations due to its subsidiaries in the US and Thailand [5] - A robust risk management mechanism is in place to address currency volatility [5] Group 4: Revenue from New Energy Business - New energy business revenue is projected to exceed 20% in 2024 [5] - The demand for cooling pipelines in electric vehicles is expected to drive growth [5] Group 5: Growth in Hose Product Revenue - Hose product revenue increased by 46.21% year-on-year in 2024, primarily driven by air conditioning hoses [6] - The rise in demand for air conditioning hoses is linked to the growth of electric vehicles [6] Group 6: Production Capacity and Market Reach - The new factory in Thailand began operations in April 2024, supporting market expansion in the US, Europe, and Southeast Asia [6] Group 7: Raw Material Procurement Strategies - The company does not have long-term procurement agreements due to small purchase volumes [7] - Strategies include new material development and domestic substitution to reduce costs [7] Group 8: Competitive Position in the Market - The company’s products, including brake hoses and air conditioning hoses, are recognized as leading in the domestic market [8] - A full industry chain production model enhances cost efficiency and strategic collaboration [8] Group 9: Market Value Management - The company is focused on maintaining steady performance to support stock price growth [8] - There are currently no plans for share buybacks or increases in holdings by management [8]
三祥科技(831195) - 投资者关系活动记录表