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爱科科技(688092) - 爱科科技投资者调研活动记录表(2024年5月22日)
688092IECHO(688092)2024-05-23 10:26

Group 1: Company Overview and Strategy - The company has maintained a stable proportion of overseas income and has established a global brand "Aiko Technology" in the non-metal materials intelligent manufacturing cutting field, competing with international advanced products for nearly 20 years [2] - The company is focusing on global development strategies, participating in major international exhibitions in Europe and the United States to enhance brand awareness and expand its marketing network [2] - Future overseas income is expected to increase due to core technological advantages and improved product competitiveness [2] Group 2: 2024 Business Outlook - In 2023, the company achieved record performance since its listing, and the management is confident about stable growth in Q1 2024 [2] - The company plans to continue focusing on innovation, optimizing product performance, and enhancing brand influence while improving management efficiency to achieve better performance in 2024 [2] Group 3: Profitability and Market Position - The company possesses certain pricing power due to its core technology and design capabilities, allowing it to maintain a high gross margin [3] - Future efforts will include increasing R&D investment, expanding market share, and improving gross and net profit margins through lean management [3] Group 4: Industry Distribution and Growth Potential - The company's downstream industries include digital printing, textiles, and composite materials, with significant growth potential in each sector [3] - The digital printing industry is experiencing rapid growth, particularly in overseas markets, driven by increasing demand for office automation cutting needs [3] - The composite materials sector, while currently smaller, has high development potential due to its applications in aerospace, marine engineering, and new energy equipment [3]