达利凯普(301566) - 301566达利凯普投资者关系活动记录表20251224

Financial Performance - In the first three quarters of 2025, the company's revenue reached 285.59 million yuan, a year-on-year increase of 13.75% [1] - The net profit attributable to shareholders, excluding non-recurring gains and losses, grew by 36.51% compared to the same period last year [1] Corporate Governance - The company adheres to laws and regulations such as the Company Law and Securities Law, ensuring a transparent governance structure and strict operational practices [2] - It emphasizes good investor relations and effective internal control systems to maximize shareholder interests [2] Shareholder Actions - As of now, a major shareholder has issued three pre-disclosure announcements regarding share reductions, with the third plan still pending completion [3] - The share reduction decisions are based on personal financial arrangements and do not reflect the company's future outlook [3] Market Position and Strategy - The company is involved in the development and production of RF microwave MLCC capacitors, with applications in semiconductor RF power supplies, medical, and communication industries [4] - Although there is potential for application in the commercial aerospace sector, it currently represents a small portion of overall business revenue [4] Fund Management - The company has established a fundraising management system to ensure compliance and transparency in the use of raised funds [6] - All raised funds are stored in designated accounts, and the company has received verification reports on fund usage from accounting firms [6] Competitive Strategy - The company has built a solid technological barrier through years of experience in RF microwave MLCC production, focusing on digital and refined management practices [7] - It maintains a strong international market presence and aims to enhance core competitiveness through strategic resource allocation [7] Raw Material Procurement - The company employs a combination of "sales-driven procurement" and "inventory-based procurement" for its core materials, ensuring production continuity [7] - Long-term stable relationships with suppliers are maintained to guarantee quality and supply speed, with a comprehensive evaluation system in place for supplier management [7]