克劳斯(600579) - 投资者关系活动记录表业绩说明会2023

Group 1: Financial Performance - The company's average salary is high due to a significant proportion of employees based in Europe, which is affected by exchange rates [2] - In 2022, the total pre-tax remuneration for directors and senior management was CNY 32.03 million, which decreased to CNY 12.07 million in 2023, a decline of approximately 62% [2] - The company reported a net profit significantly reduced compared to the previous year, influenced by various factors including a downturn in the high-end injection molding market and geopolitical issues affecting supply chain costs [3] Group 2: Use of Proceeds from Sale - The company sold a subsidiary for €170 million, which was used to repay company loans [2][5] - The revenue from the sale of the subsidiary is reflected in the financial statements for Q1 2024 [5][6] Group 3: Operational Challenges and Strategies - The company is facing high sales and management expenses, totaling over CNY 2 billion, which is above industry averages [5] - The high costs are attributed to the stable size of the sales team and the high local labor costs in Europe, as well as the need for ongoing investment in market promotion and brand building [5] - The company is implementing restructuring and cost-reduction measures to improve profitability and operational efficiency [5] Group 4: Growth Strategy in China - The company plans to optimize its global production capacity and increase local production in China to enhance competitiveness [4] - The strategy includes sourcing core components from Germany while producing other parts in China to reduce dependency on upstream suppliers [4] - The company aims to capture growth opportunities in the Chinese market and expand its market share [4]