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开创电气(301448) - 301448开创电气投资者关系管理信息20250605

Group 1: Production and Cost Advantages - The labor cost for frontline employees at the Vietnam production base has a significant advantage compared to domestic costs [2] - After the production base in Vietnam is operational, domestic production capacity will primarily cater to European and other market clients [2][3] Group 2: Tariff and Export Information - Currently, the temporary tax rate for some products exported from Vietnam to the U.S. is set at 10%, with a 90-day observation period ending on July 8, 2025 [2] - The inventory status of U.S. client Harbor Freight Tools is critical, with normal orders being placed to ensure stable supply, indicating a dual-channel ordering strategy [3] Group 3: Market Development and Product Diversification - The company established a wholly-owned subsidiary, Zhejiang Chuanqi Trading Co., Ltd., in 2024 to focus on domestic market development and has built a sales team with experienced personnel [3] - The product development teams for lithium battery garden products and premium products are expanding their offerings, with the premium team developing a wider range of categories and applications [3]