Group 1: Financial Performance - The company achieved a sales revenue of 40.52 million yuan in July 2025, representing a 23.11% increase month-over-month [2] - The sales revenue from VCM motor precision components reached 38.29 million yuan, showing a year-over-year growth of 13.33% [3] Group 2: Market Outlook and Product Development - The company anticipates improved profitability due to the gradual mass production of the IMMT project and increased market share in camera module carriers for a well-known North American smartphone brand [2] - The global penetration rate for periscope cameras in smartphones is estimated to be around 11% in 2024, with Apple holding approximately 36%-38% and Android at 5%-6%, indicating significant growth potential [3] Group 3: Cost Control Measures - The company implements cost control measures across procurement, production, and operations, including establishing long-term partnerships with quality suppliers and optimizing inventory management [4] - Lean management principles are applied to enhance project success rates and reduce production cycles [4] Group 4: Competitive Landscape - The company holds a strong market position in the precision complex structure components sector, with major clients including Sunny Optical, Amphenol, Samsung Electro-Mechanics, and TDK Group [5] - The industry is characterized by intense competition, with a limited number of high-tech companies capable of producing high-quality, complex products [5] Group 5: Strategic Expansion and Diversification - The company is cautiously expanding into non-smartphone sectors such as automotive electronics and AI glasses, although the current revenue contribution from these areas is minimal [6] - Future plans include further product line expansion in the smartphone sector and exploring new markets in AR/VR and smart security [6] Group 6: Long-term Development Strategy - The company aims to become a leading enterprise in precision manufacturing, focusing on high-value-added products and expanding its product lines and process capabilities [6] - The strategy includes maintaining a focus on high-quality major clients and enhancing competitiveness through smart manufacturing and lean management [6]
贝隆精密(301567) - 2025年8月27日 投资者关系活动记录表