Group 1: Overseas Market Expansion - The company is accelerating its overseas market expansion, with a continuous increase in customer projects across different regions and types [2] - The Thai factory's strategic role has evolved from primarily serving North American clients to becoming a core production base supporting global strategies [2] - The company plans to add 5-6 new production lines in the Thai factory by 2026 to meet growing customer demand [2] Group 2: New Business Areas and Product Development - The data center business is experiencing rapid growth due to increasing AI computing power, with the market for fuses in this sector expected to have significant potential [3] - The incentive fuse product has transitioned from concept to mass application, with increasing adoption in high-end electric and hybrid vehicles due to stricter safety regulations [3] - The company is shifting from a single component supplier to a system solution provider, with a focus on integrated products that combine fuses, relays, and sensors [3] Group 3: Future Strategic Vision - The long-term vision is to become an excellent energy protection system solution provider, developing protection schemes for both high and low voltage distribution systems [3] - The company aims to provide flexible solutions that meet diverse customer needs at different development stages, enhancing its competitiveness in the market [3]
中熔电气(301031) - 301031中熔电气投资者关系管理信息20250929