Group 1: Business Performance - The automotive electronics sector achieved a revenue of 99.82 million yuan in 2024, marking a year-on-year growth of 503.21% [1] - The company won the "Best Innovation Proposal Award" at the Ninebot Company Innovation Sharing Conference, highlighting its innovation capabilities in the short-distance transportation field [1] Group 2: Market Strategy - The company has established dual bases in South China and East China to support domestic market expansion and ensure efficient responses for overseas business [1] - The global layout includes a production and R&D base in Dong Nai, Vietnam, which commenced operations on August 31, 2024, facilitating a three-tier capacity distribution model [2] Group 3: R&D Investment - In 2024, the company’s R&D investment reached 82.82 million yuan, reflecting a year-on-year increase of 9.01% [2] - The company holds 48 invention patents, 134 utility model patents, 25 design patents, and 157 software copyrights, showcasing its strong R&D capabilities [2] Group 4: Profitability and Strategic Focus - The company is shifting its strategy from "expansion" to "refinement," emphasizing high-quality development, which has temporarily pressured profits due to strategic resource investments [3] - The company is focusing on new sectors such as automotive electronics and pet technology, maintaining a high R&D investment ratio [3] Group 5: Supply Chain and Chip Localization - The company has largely achieved domestic substitution for externally sourced chips, collaborating with domestic chip manufacturers for custom chip design [3] - Establishing a production base in Vietnam helps mitigate potential risks from tariff policies, supporting the company's global strategy [3]
瑞德智能(301135) - 2025年7月30日投资者关系活动记录表