同力股份(834599) - 投资者关系活动记录表

Group 1: Investor Relations Activities - The company held an earnings briefing on May 20, 2025, via the Panoramic Roadshow platform [3] - Key attendees included the General Manager, Secretary of the Board, and Chief Financial Officer [3] Group 2: Market and Technology Insights - The company aims to improve its market valuation and create greater value for investors, while acknowledging the risks in the secondary market [4] - The company is committed to increasing R&D investment to address technology iteration risks, despite having fewer patents compared to competitors [5] - The company has achieved a customer concentration ratio (CR5) of 67% for 2024, with the largest customer accounting for 34%, but does not perceive this as a dependency risk [5] Group 3: Product Development and Production Capacity - The company is focusing on large-scale, new energy, and intelligent products, with large-scale products already in mass production [5] - Current production is organized according to orders, and future capacity expansion will be considered based on market demand [8] Group 4: Employee Management and Talent Retention - The company has implemented a compensation management system and performance evaluation methods to attract and retain talent [6] - Stock option incentives were introduced in 2023 for key employees, with plans for share repurchase in 2024 to support employee stock ownership [7] Group 5: Financial Management and Risks - The extension of accounts receivable turnover days is attributed to increased product prices and financing sales, with measures in place to control sales risks [7] - The company engages in normal commercial transactions with related parties, adhering to market pricing principles [8] Group 6: Market Expansion and Future Plans - The company is actively exploring overseas markets, facing challenges related to sales channels and service capabilities [9] - There is ongoing development in autonomous driving vehicles, with a focus on partnerships for technology advancement [9] - The company has established friendly cooperation in South America, achieving bulk sales and plans to continue expanding in overseas markets [9]