超达装备(301186) - 2024年5月20日投资者关系活动记录表

Group 1: Company Overview - The main business of the company is mold production, accounting for approximately 57.17% of total revenue, with a gross profit margin of 37.47% [2] - The company has a high capacity utilization rate and is currently operating normally with a strong order backlog [2] Group 2: Export and Market Presence - In 2023, direct export revenue accounted for 32.96% of total revenue, primarily from Europe and North America [2][3] - The company has established long-term partnerships with well-known automotive interior and exterior suppliers, both domestically and internationally [3] Group 3: Clientele and Product Applications - The company serves major automotive brands and models, including Geely, BYD, Tesla, and NIO, among others [4] - Clients are distributed across various regions, including Europe, North America, and Asia, with a focus on large-scale suppliers [3][4] Group 4: Financial Instruments - The company's convertible bonds (referred to as "超达转债") have not yet triggered the conditional redemption clause [4] - The company will follow the necessary procedures and disclose information if the redemption clause is activated [4]