Company Overview - The company is a high-tech enterprise specializing in the research, manufacturing, and sales of relays and transformers, ranking among the top in China's electronic components industry [2] - It has developed a comprehensive service system covering technology research and development, mold development, manufacturing, and after-sales service [2] Product Categories - The company's relay products include six major categories: general power relays, latching relays, automotive relays, new energy relays, photovoltaic relays, and signal relays, along with inductors and transformers [2] - Future focus will be on strengthening general power relays, latching relays, transformers, and magnetic materials while maintaining profitability [2] Strategic Partnerships - The company has established deep collaborations with leading electric vehicle manufacturers like BYD and other key players in the energy storage sector [3] - It aims to provide high-reliability solutions for the entire new energy industry chain [3] Future Strategic Layout - Over the next three years, the company plans to increase R&D investment and expand in key areas, including general power relays and new energy relays [4] - It will establish sales companies or production bases in key overseas relay markets to enhance international sales and market share [4] - The company aims to explore smart manufacturing and enhance production capabilities through automation and digitalization [4] Capacity Utilization - Core business segments maintain a capacity utilization rate of over 95%, ensuring timely order delivery [5] - The company is optimizing production processes and upgrading order structures to improve overall capacity efficiency [5] Revenue Planning - The company focuses on technology-driven growth and aims to strengthen its position in core business areas while exploring emerging sectors like new energy and smart grids [5] - It plans to achieve sustainable organic growth across all business units through lean operations and resource collaboration [5] 2025 Financial Guidance - The company anticipates continued high-quality growth driven by core business advantages and expansion in overseas markets [6] - It aims to enhance operational efficiency through cost optimization and agile delivery [6] New Energy Sector Plans - The company has established a capacity management system for the new energy sector, focusing on photovoltaic and energy storage products [6] - It plans to optimize production capacity in phases, with short-term efficiency improvements and long-term digital factory development [6]
三友联众(300932) - 2025年5月28日投资者关系活动记录表