SIASUN(SZ:300024)2024-05-24 01:19Financial Data and Key Metrics Changes - The company reported a revenue of approximately 10 million yuan from the MR industry chain, indicating a new revenue stream [4] - The automotive sector revenue grew by about 200% year-on-year, reflecting strong demand and successful client acquisition [5] Business Line Data and Key Metrics Changes - The company has entered the MR industry chain through RF and acoustic capabilities, with expected revenue growth from this segment [4] - In the robotics sector, the company holds a 24% stake in Erzhi Robotics, which is expanding into health and education markets [5] - The company has developed automated production lines for leading global electric vehicle manufacturers, contributing to significant revenue growth [5] Market Data and Key Metrics Changes - The company has established partnerships with major clients, including Huawei, for testing equipment, indicating a strong market presence [4][11] - The company’s products are widely used in aerospace applications, including major projects like the "Shenzhou" spacecraft and "Beidou" satellite navigation system [10][19] Company Strategy and Development Direction - The company is focusing on enhancing its military product innovation, with successful development of various guided rocket series and ground equipment [8] - The company is also expanding its capabilities in hydrogen energy technology, which is expected to become a new economic growth point [6][15] Management Comments on Operating Environment and Future Outlook - Management highlighted the ongoing construction of fundraising projects, with expectations to achieve production targets in the next 2-3 years [17] - The company is committed to increasing its market share in high-speed connectors and backplane connectors, responding to market demands [11] Other Important Information - The company has maintained long-term stable relationships with major state-owned military groups and communication giants [18][19] - The company is actively pursuing strategic investments and partnerships to enhance its technological capabilities and market reach [13][14] Q&A Session Summary Question: Does the company produce high-speed connectors for NVIDIA's GB200? - The company confirmed its involvement in this field and plans to continue investing in product development to meet customer needs and expand market share [11]