Group 1: Financial Performance - The company reported a loss in Q1 2024 due to market environment, product structure optimization, and customer selection adjustments, leading to a short-term decline in sales [1] - In 2023, the company's operating income and net profit decreased due to adverse macroeconomic conditions, geopolitical changes, and industry cycles, with the power semiconductor market being in a low cycle [2] - The company's R&D expenses for 2023 were CNY 36.02 million, a year-on-year increase of 58.55% [3] Group 2: Strategic Measures - The company plans to enhance operational management, strengthen core competitiveness, and improve internal value to create sustainable returns for shareholders [2] - Specific measures include promoting technological innovation, expanding market reach, and developing targeted marketing strategies to improve operational performance [3] - The company aims to focus on high-reliability, new energy, energy storage, and smart grid applications in its product development [4] Group 3: R&D and Product Development - The company will continue to invest in R&D, particularly in power semiconductors, and plans to introduce new product lines to maintain market competitiveness [3] - The company has established a stable supply chain with domestic wafer manufacturers and packaging/testing vendors to ensure product quality and timely delivery [4] - The SiC power device development has progressed, with the 1200V SiC MOSFET process platform successfully entering the pilot stage in 2023 [5]
锴威特(688693) - 苏州锴威特半导体股份有限公司投资者关系活动记录表(2023年度暨2024年第一季度业绩说明会)