三友联众(300932) - 2025年9月4日投资者关系活动记录表

Group 1: Company Overview - The company is a high-tech enterprise specializing in the research, development, manufacturing, and sales of relays and transformers, ranking among the top in China's electronic components industry [2] - The product range includes six major categories: general power relays, magnetic latching relays, automotive relays, new energy relays, photovoltaic relays, and signal relays, along with inductors and transformers [2] Group 2: Financial Performance - In the first half of 2025, the company achieved total revenue of ¥1,152,421,830.47, an increase of 8.48% year-on-year [3] - The net profit attributable to shareholders was ¥42,885,668.81, reflecting a growth of 5.64% compared to the previous year [3] - Growth factors include expanding market demand and increased overseas business contributing to profit margins [3] Group 3: Product Application and Market Strategy - The company has established a capacity management system for the new energy sector, focusing on high-pressure direct current relays and photovoltaic relays, with a strong capacity utilization rate [3] - The company is actively expanding its product lines in the new energy vehicle sector, with high-performance products like high-pressure direct current relays already integrated into mainstream electric vehicle production chains [4] - Future product development will emphasize lightweight, energy-saving, intelligent, low-cost, and compact high-load designs [4] Group 4: Capacity Utilization and Production Strategy - Core business units maintain a capacity utilization rate above 95%, ensuring timely delivery of key market orders [3] - The company plans to optimize production capacity in phases, focusing on efficiency improvements and regional expansion to meet overseas demand [3] Group 5: Emerging Markets and Innovations - The company is exploring applications of its relays in emerging fields such as computing power supply equipment, with ongoing collaborations with major manufacturers [4] - Future plans include continuous investment in research and development to enhance product performance and reliability in line with industry trends [4]