涛涛车业(301345) - 301345涛涛车业投资者关系管理信息20251031

Group 1: Market Demand and Trends - The demand for electric golf carts in the U.S. is strong due to China's complete electric vehicle supply chain and mature electrification technology, making these carts competitive in design, intelligence, and cost-effectiveness [2] - The market for electric golf carts is expanding as they replace or supplement some household and personal vehicle usage, driven by rising car prices and maintenance costs [3] Group 2: Brand Strategy and Product Differentiation - The company launched the second brand TEKO to increase dealer density, with pricing similar to the first brand DENAGO but with distinct design and marketing strategies [3] - TEKO targets a younger demographic with a stylish and dynamic design, while DENAGO focuses on a non-chain dealer network [3] Group 3: Product Development and R&D Investment - The company is progressing with the production of 300CC all-terrain vehicles, testing 350CC models, and has begun small-scale production of 500CC models [4] - Plans to establish a research institute in Chongqing aim to accelerate the development of high-displacement all-terrain vehicle engines [4] - The company will increase R&D investments in electric and intelligent product upgrades, with a focus on high-end strategies [4] Group 4: Future Growth and Performance Outlook - The company expects continued sales growth due to improved overseas capacity, brand influence, and expanded sales channels [4] - A clear development plan includes increased R&D investment across products, channels, and capacity to ensure sustained performance growth in the coming years [4]