Group 1: Company Overview and Market Position - The company is a national-level manufacturing champion with a strong market position in precision structural components for mobile camera modules [2] - Major clients include industry leaders such as Sunny Optical, Amphenol, Samsung Electro-Mechanics, and TDK Group, with products widely used in various smartphone brands [2] Group 2: Product Categories and Applications - The company manufactures precision structural components for both smartphones and non-smartphones, including camera modules and motor structural components [5] - Non-smartphone applications include wearable devices (AR and VR glasses), smart home products, and automotive electronics [5] Group 3: Financial Performance and Future Outlook - Recent financial reports indicate a decline in revenue, gross profit, and cash flow, attributed to seasonal industry impacts, with the second half of the year typically being a peak sales period [4] - For 2024, the company anticipates a significant increase in sales revenue for VCM motor-related products, projected at CNY 68.88 million, representing a year-on-year growth of 235.70% [6] Group 4: Technological Developments and Innovations - The company is actively developing precision structural components for VR glasses and is in communication with clients regarding AR glasses [3] - Ongoing research and development in IMMT (insert molding and its assembly) technology aims to enhance the automation of component attachment in VCM motor products [6]
贝隆精密(301567) - 2025年6月24日 投资者关系活动记录表