Group 1: Company Growth and Product Development - The company anticipates rapid growth in the next 1 to 2 years, focusing on both old and new products, with stable growth expected in magnetic glue materials and micro-motor ring resistors [1] - New products such as radiation protection materials, chip-type varistors, and thermistors have achieved mass sales, with some experiencing breakthrough growth [2] - The company has developed a new product line for MIM (Metal Injection Molding) products, including golf ball components and industrial parts, with positive market feedback [3] Group 2: Market Position and Competitive Advantage - The company aims to maintain its competitive edge by continuously innovating and expanding into new application areas while solidifying its position in traditional markets [1] - The magnetic glue materials offer significant advantages in advertising, allowing for easy installation and replacement without damaging surfaces, making them suitable for high-frequency advertising scenarios [2] Group 3: Financial Performance and Profit Margins - The gross margin for electronic ceramic materials has shown a steady increase in 2023, following a decline in 2022 due to reduced production of ring varistors [2] - The company’s export products primarily utilize sea freight, with most transactions conducted under the FOB pricing model, where customers bear the shipping costs [2] Group 4: Employee Incentives and Corporate Governance - The company places a strong emphasis on employee incentives through stock options, which are designed to enhance employee motivation and overall performance [3]
新莱福(301323) - 2024年5月23日投资者关系活动记录表