Group 1: Research and Development Achievements - The company has a strong focus on mold design and manufacturing, successfully testing the world's first 13,000T dual-chamber super-large body mold [3] - In the telecommunications sector, the company has extensive experience in designing molds for large structural components for 4G and 5G base stations, and was awarded "Best Supplier" by Ericsson in 2024 [3] - The company is actively developing products for the new energy vehicle sector, covering components such as battery enclosures and control heat sinks, with four major product platforms established [4] Group 2: Market Expansion and New Ventures - The company is expanding into the energy storage and semiconductor industries, which will enhance its technological capabilities and product competitiveness [4] - The company is closely monitoring the automotive industry and has established a factory in North America to strengthen collaboration with key clients [7][8] - The company is also exploring opportunities in the robotics sector, although specific collaborations cannot be disclosed due to confidentiality agreements [10] Group 3: Financial Performance and Client Relationships - In 2024, the company's sales of new energy vehicle products saw significant growth, with new client information available in periodic reports [6] - The telecommunications product revenue experienced a substantial decline in 2024 due to industry cyclicality, but is now stabilizing [9] - The company plans to maintain its technological advantage in telecommunications by synchronizing research and development with major clients in 5.5G and 6G technologies [9] Group 4: Future Development Plans - The company aims to continue focusing on new energy vehicles and telecommunications while expanding into energy storage and semiconductor markets [10] - A new company has been established in Chongqing to develop the semiconductor industry, focusing on specialized equipment manufacturing and precision manufacturing [10] - The company is committed to enhancing its cooling technology expertise for application in new products for core clients [10]
美利信(301307) - 2025年5月22日投资者关系活动记录表