Group 1: Overseas Business and Market Coverage - The company's export sales network covers key markets in Asia and Europe, including South Korea, Thailand, Taiwan, France, and Germany [2] Group 2: Profit Margin and Production Efficiency - There is still room for improvement in the gross margin of network transformers, driven by automation, product structure optimization, and enhanced production efficiency [2] - The company aims to increase the proportion of mid-to-high-end network transformers, which typically have higher profit margins, thereby improving overall gross margin [2] - The release of production capacity from the Bay Area headquarters will support business growth and meet market demand [2] Group 3: Competitive Advantage in Signal Magnetic Components - The competitive advantage in signal magnetic components stems from technology accumulation, product line layout, and customer relationships [3] - The company has achieved international standards in high-end products, with significant improvements in performance for applications in 2.5G, 5G, and 10G, gaining recognition from well-known domestic and international clients [3] - The introduction of cost-effective chip inductors for mid-to-low-end market segments has expanded market share and strengthened long-term customer relationships [3]
美信科技(301577) - 301577美信科技投资者关系活动记录表2026-002