Group 1: Investor Relations Activity - The company held a semi-annual performance briefing on September 6, 2023, from 15:00 to 17:00 via an online platform [3] - Participants included investors who joined the meeting remotely [4] Group 2: Key Questions and Responses - The company is monitoring policies from the securities exchange regarding potential transfer plans and will disclose any related plans as required by law [4] - As of September 5, 2023, the number of shareholders was 3,111 [5] - The company plans to invest CNY 150 million in the second-phase factory, with a construction period of 15 months [6] - The first quarter revenue was CNY 160 million, while the second quarter revenue slightly decreased to CNY 157 million due to varying unit values for different vehicle models [7] - The company is expanding overseas with subsidiaries in North America and Mexico, but profitability timelines are uncertain due to various market factors [7] - The company is exploring opportunities to enter the supply chains of domestic new energy vehicle manufacturers like BYD [7] - The current capacity utilization rate is approximately 80% [9] Group 3: Operational Insights - Delivery cycles for domestic plastic automotive parts are about 2 weeks, while overseas deliveries, such as to Texas, take around 2 months [8] - The company emphasizes the importance of quality to meet the high standards of its major clients, including global leaders in automotive parts and electric vehicles [9]
骏创科技(833533) - 投资者关系活动记录表