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同惠电子(833509) - 投资者关系活动记录表
THECTHEC(BJ:833509)2024-01-09 12:26

Group 1: Investor Relations Activities - The investor relations activities included specific object research, performance briefings, media interviews, site visits, press releases, analyst meetings, and roadshows [1] - The online and telephone survey took place on January 8, 2024, with participation from various securities and asset management firms [2][3] Group 2: Sales Performance and Product Information - The TH2851 precision impedance analyzer, with a frequency of 130MHz, has seen steady sales growth due to market promotion and domestic substitution [4] - In 2023, direct sales increased by approximately 66% year-on-year, driven by higher sales of mid-to-high-end products and an increase in large customer ratios [8] - E-commerce sales met initial targets and showed growth, primarily in traditional low-tech products [9] Group 3: Product Development and Capacity Utilization - New products have achieved significant sales growth and economic benefits, with several products effectively replacing imports [5][6] - The overall capacity utilization rate is good, with strategic customer certifications progressing well in 2023 [7] Group 4: Market Outlook - The company holds an optimistic view for 2024, anticipating a recovery in the electronic industry driven by consumer demand and technological advancements in products like electric vehicles and third-generation power chips [10][11]