Group 1: Investor Relations Activity Overview - The investor relations activity took place on May 28, 2025, at the company's site in Guangzhou, attended by 33 participants from various investment firms [3] - The event was organized by GF Securities as part of the "Investors Zero Distance - Visiting Listed Companies on the Beijing Stock Exchange" series [4] Group 2: Core Technology and Market Position - The company focuses on "product and technology upgrades" as a key development strategy, leveraging IoT for micro, intelligent, and modular upgrades in sensor applications [4] - The company maintains a competitive edge by controlling the entire supply chain from basic materials to application systems in piezoelectric technology [4] Group 3: Customer Concentration and Market Diversification - The top five customers accounted for 35.20% of total sales in 2024, with individual contributions of 13.20%, 6.98%, 6.13%, 4.55%, and 4.35% [5] - The company operates across multiple sectors including smart automotive, smart home, and industrial control, mitigating risks associated with reliance on a single customer or industry [5] Group 4: R&D Investment and Product Development - The R&D expense ratio for 2024 was 8.33%, indicating a commitment to technology-driven growth [8] - Recent successful product launches include the AKⅡ vehicle-mounted ultrasonic sensor and various other sensors, achieving scale production [8] Group 5: Strategic Planning and Capacity Management - The company has established strategic reserves to mitigate the impact of raw material price fluctuations on gross margins [9] - Investments in Guangzhou for a new R&D center and manufacturing base are aligned with the company's 3-5 year strategic development plan [10] Group 6: Market Expansion and New Product Orders - The AKⅡ sensor has achieved mass delivery and meets safety requirements for AVP L2 and above autonomous driving levels, targeting new customer acquisition [11] - The multi-layer tactile feedback actuator has received bulk orders for applications in smart touch screens and other devices, with plans for phased capacity expansion based on market demand [12]
奥迪威(832491) - 投资者关系活动记录表