振华风光(688439) - 投资者关系活动记录表（2024年5月16日）

Group 1: Revenue and Profit Growth - In 2023, the company achieved significant revenue and profit growth, driven by market demand and technological innovation [2] - The revenue distribution shows that amplifiers are the core revenue products, with integrated circuits and angle converters experiencing rapid growth [2] - New product orders reached nearly 60, with revenue from new products doubling year-on-year [3] Group 2: Research and Development Investment - The company has maintained R&D expenses at over 10% of revenue annually, with 2022 R&D investment at 88 million CNY (11.31% of revenue) and 2023 investment at 153 million CNY (11.80% of revenue), a year-on-year increase of 73.75% [3][4] - R&D focuses on enhancing product functionality and aligning with customer needs, as well as improving production efficiency and product quality [4] Group 3: Cost Control and Efficiency Improvement - The company plans to implement cost control strategies and optimize product structure in 2024, adapting to industry cycles [4] - Strategies include enhancing collaboration across production, supply, sales, and research, improving inventory turnover, and reducing operational costs [4] Group 4: Market Position and Competitive Advantage - The company aims to maintain product pricing at industry levels while leveraging core technology and product quality to create differentiated advantages [3] - The establishment of a support team for signal transmission and RF fields is expected to enhance market competitiveness in response to growing demand in digitalization and IoT [3]