西上海(605151) - 西上海投资者关系活动记录表

Group 1: Company Overview - The company primarily produces and sells interior and exterior automotive parts, categorized into covering parts and painted parts [3] - The covering parts focus on materials for components like dashboards and seats, while painted parts are for grilles and door trims [3] Group 2: Business Strategy - The company aims to enhance specialization, scale expansion, and lean management in the automotive parts manufacturing sector [3] - Plans include extending product categories and improving unit value per vehicle to achieve significant growth [3] Group 3: Competitive Measures - The company leverages its full industry chain service advantages and integrates technology and management to strengthen core competitiveness [4] - Key measures include continuous R&D investment, optimizing financial management, and enhancing organizational structure [4] Group 4: Logistics Sector Position - The company operates as an independent third-party logistics provider, breaking barriers between automotive manufacturers and optimizing logistics solutions [5] - This model helps reduce management costs for vehicle manufacturers and is seen as a trend in the automotive logistics industry [5] Group 5: Future Expansion Plans - The company is exploring investment opportunities in the automotive industry chain, focusing on new energy, materials, and technologies [6] - Potential strategies for expansion may include equity participation and mergers or acquisitions [6] Group 6: Acquisition Details - The company plans to acquire an 83.401% stake in Wuhan Yuanfeng Automotive Parts Co., which specializes in various brake systems for commercial and passenger vehicles [6] - This acquisition is expected to enhance business synergy and support the growth of the brake system segment [7]