Company Overview - The company specializes in the design, research and development, manufacturing, and sales of precision resistors and fuses for current sensing, with a strong market presence in both domestic and international markets [2][3]. - The brand names "华德", "Walter", "TFT", and "YED" have gained a good reputation among customers, establishing the company as a global leader in the precision current sensing resistor sector [2]. Financial Performance - In the first three quarters of 2025, the company achieved a revenue of ¥573,429,389.35, representing a year-on-year growth of 18.00% [4]. - The net profit attributable to shareholders was ¥114,174,886.97, reflecting a year-on-year increase of 25.27% [4]. - Growth was driven by seasonal demand in consumer electronics and significant orders from industrial and AI-related sectors [4]. Profitability and Market Position - The company maintains a high gross margin due to its strategic focus on high-tech segments, continuous R&D investment, and collaboration with leading industry clients [5]. - By targeting top-tier clients, the company achieves premium pricing and drives technological advancements, while also benefiting from economies of scale [5]. Product and Business Strategy - The core products include current sensing resistors and fuses, with a focus on deepening market penetration in traditional sectors like consumer electronics and home appliances [6]. - Future growth strategies involve expanding existing products into high-value sectors such as AI, industrial applications, automotive, and renewable energy [6]. M&A Strategy - The company adopts a cautious and synergistic approach to mergers and acquisitions, focusing on targets with similar business and technology profiles to minimize integration risks [7]. - The acquisition of Japan's Flat Electronics Co., Ltd. exemplifies this strategy, enhancing overseas market presence and adding value through complementary products and customer resources [7]. Overall Development Strategy - The company aims for growth through both organic and inorganic means, emphasizing R&D and product innovation while strategically pursuing acquisitions and partnerships [8]. - Recent acquisitions, such as that of Flat Electronics, are intended to enhance technology and product offerings while accumulating high-end customer resources [8].
钧崴电子(301458) - 301458钧崴电子投资者关系管理信息20251028