Group 1: Company Overview and Strategic Planning - The chairman shared insights on the company's development history, strategic layout, technological advantages, and the prospects of the new energy sector [2] - The second phase of the Xi'an base project has commenced, with preliminary completion expected by the end of 2027 [2] - The company plans to enhance its product portfolio through acquisitions before 2030, focusing on strategic fit, team integration, and industry growth potential [3] Group 2: Production and Market Strategy - The planned production capacity in Thailand is expected to account for approximately 10% of total capacity, primarily serving the European and North American markets [2] - The company is exploring applications for products like Efuse in the robotics field, currently in the early market stage [2] - The company maintains stable cash flow, with payment cycles influenced by various factors, primarily due to a customer base consisting of industry leaders [3] Group 3: Competitive Positioning and Product Trends - The company mitigates pricing pressure by focusing on R&D capabilities, quality control, and service responsiveness, rather than solely on price competition [3] - The trend of using incentive fuses in high-voltage scenarios is becoming standardized, with significant growth expected in market penetration due to rising demand for active protection [3]
中熔电气(301031) - 301031中熔电气投资者关系管理信息20250616