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利尔达(832149) - 关于接待机构投资者调研情况的公告
LierdaLierda(BJ:832149)2023-12-26 11:38

Group 1: Investor Meeting Overview - The company received 88 institutional investors for a network survey on December 24, 2023 [1][2][3] Group 2: Key Questions and Company Responses - Question 1: Overview of the advantages of the "Xing Shan" short-range wireless communication tool, especially in the automotive sector. Response: The technology offers high speed, low latency, long distance, and strong anti-interference capabilities, with initial applications in consumer, industrial, and automotive fields [4]. - Question 2: Types of products currently being developed for automotive applications and their potential market impact. Response: Current products include in-car headrest speakers, car speakers, and ambient lights, with an average of about 30 components per vehicle [5]. - Question 3: Current and potential customers for the "Xing Shan" modules and timeline for market entry. Response: Mainstream domestic new energy vehicle brands show interest, with the company developing modules for ambient lights, audio systems, and Bluetooth keys. The market for aftermarket installations is possible if chip supply is secured [5]. - Question 4: Competitors in the automotive sector and reasons for customer preference. Response: The company is the first to provide "Xing Shan" modules with automotive electronic production qualifications, currently unaware of other competitors. It offers a complete product line and reliable RF module production capabilities [5]. - Question 5: Current chip suppliers and market ecosystem for "Xing Shan" chips. Response: The company uses "Xing Shan" chips for module development, with several companies able to supply chips, but none in mass production yet [5]. - Question 6: Performance targets for "Xing Shan" products. Response: It is premature to discuss performance targets, with expectations for revenue generation starting in 2025 based on chip progress [5].