Group 1: Company Overview and Performance - Zhuhai Zhidi Technology Co., Ltd. has been a key player in the computer peripheral ODM industry for nearly 30 years, focusing on vertical integration from injection molding to assembly and core technologies like magnetic axis [2][3] - In the first three quarters of the past year, the company achieved a revenue of CNY 1.099 billion and a net profit of CNY 77 million, representing year-on-year growth of 14.29% and 13.45% respectively [2][3] Group 2: Market Trends and Product Demand - The esports equipment and AIPC markets have shown steady growth, positively impacting the company's product demand and operations [2][4] - The magnetic axis products, positioned for high-end esports and professional interaction scenarios, have gained market recognition, with increasing cooperation from core customers [4][5] Group 3: Competitive Advantages - The company possesses significant technological barriers with multiple core patents, including light magnetic micro-motion and magnetic axis keyboards, ensuring superior product consistency [3][4] - Efficient smart manufacturing through self-developed automated production lines has reduced costs while maintaining high delivery efficiency and stable gross margins [3][4] Group 4: Future Outlook and Strategy - The company plans to continue focusing on its ODM core business, leveraging capacity expansion, customer development, and product upgrades for steady growth [6][7] - There is an intention to expand product categories while maintaining a focus on the computer peripheral sector, aligning with market trends and customer needs [6][7]
智迪科技(301503) - 301503智迪科技投资者关系管理信息20260114