Group 1: Company Overview - Suzhou Junchuang Automotive Technology Co., Ltd. received 9 institutional investors for a research meeting on September 1, 2023 [1] - The meeting included a site visit and a Q&A session led by the company’s board secretary, Jiang Wei [2] Group 2: Production Facilities - The company operates three main production facilities: - A self-built factory in Suzhou with an area of approximately 30,000 square meters, currently utilizing about 90% of its space [3] - A leased factory in Suzhou with an area of approximately 10,000 square meters, currently utilizing about 60% of its space [3] - A newly leased facility in Texas, USA, with an area of 5,500 square meters, which began operations in August 2023 [3] - The company plans to build a second-phase factory in Suzhou with an area of approximately 47,000 square meters, expected to take 2 years for construction [3] Group 3: Competitive Advantages - The company has a first-mover advantage in the "plastic instead of steel" technology, which has been in mass production since 2013 [4] - This technology is crucial for automotive lightweighting, contributing to reduced vehicle weight and emissions [4] - The company’s production process for plastic components is more efficient and cost-effective compared to metal products, requiring only a single processing step [4] Group 4: Financial Performance - The company’s revenue for Q2 2023 did not show growth compared to Q1 2023, despite an increase in vehicle sales from T Company [5] - The slower revenue growth is attributed to the time lag in the shipping and customs processes for exported products [5] Group 5: Client Relationships - The company collaborates closely with T Company, supplying parts to their factories in Texas, California, Shanghai, and Germany [7] - Specific projects with T Company cannot be disclosed due to confidentiality agreements [6]
骏创科技(833533) - 关于接待机构投资者调研情况的公告