建邦科技(837242) - 投资者关系活动记录表

Group 1: Investor Relations Activities - The company conducted investor relations activities from February 20, 2024, to March 1, 2024, including a strategy meeting with various securities firms [1][2] - Participants included multiple securities firms and investment funds, indicating a broad interest in the company's performance [2] Group 2: Core Competencies and Technology - The company emphasizes a comprehensive capability model rather than solely relying on technology, focusing on market research, supply chain management, and quality control [3] - In the automotive electronics sector, the company leads in technology, particularly in high-tech products with significant barriers to entry [3][4] Group 3: Product Development and Market Strategy - The company has been developing automotive electronic products for nearly seven years, with three project teams focused on mechatronic projects [4] - The transition from OEM production to in-house manufacturing is expected to enhance profit margins [4][6] Group 4: Growth Projections - High-margin automotive electronic products are anticipated to contribute increasingly to overall revenue [5][6] - The company is also investing in traditional fuel vehicle components, expecting growth in both sectors [6] Group 5: Sales Channels and Market Penetration - Online sales, particularly in the U.S. market, are projected to reach nearly 30% of total sales, with future estimates suggesting a rise to 50% [7][10] - The company has established strategic partnerships with leading domestic service platforms, enhancing its market presence [14] Group 6: New Product Development - New product sales account for approximately 20% of total sales annually, with 2,000 to 3,000 new SKUs introduced each year [8] - The company leverages market research and rapid delivery to expand its product offerings [8] Group 7: Cross-Border E-commerce Trends - Cross-border e-commerce in the automotive aftermarket is stable and profitable, with significant growth potential in the U.S. market [9][10] - The online market is expected to grow rapidly due to high price differentials between online and offline sales [10] Group 8: Future Development Plans - The company aims to enhance its business model while maintaining a light asset operation, focusing on high-end automotive electronics and self-manufacturing [16][17] - Plans include expanding into new markets such as engineering machinery and motorcycles, alongside traditional and new energy vehicle components [17] Group 9: Dividend History - The company has distributed dividends twice in the past two years, totaling 52.82 million CNY in 2022 and 35 million CNY in 2023, with cumulative dividends since 2020 reaching 81.86 million CNY [15]