建邦科技(837242) - 投资者关系活动记录表

Group 1: Company Performance and Product Development - The sales revenue of automotive electronic products reached 13.44 million CNY in the first half of 2023, representing a year-on-year growth of 352.84% with a gross margin of 40.54% [2] - The company plans to increase R&D efforts for automotive electronic products and aims to launch additional products such as blind spot monitoring and pedestrian collision protection systems [2] - The company has a subsidiary focused on remanufacturing automotive parts, indicating a shift from outsourcing to in-house production for certain electronic products [3] Group 2: SKU Management and Cost Control - The company manages nearly 30,000 SKUs, with only a few thousand internal management codes, allowing for efficient production through platform-based manufacturing [4] - The strategy includes consolidating SKU information and coordinating with subcontractors for centralized production to reduce costs [4] Group 3: Market Trends and Industry Position - The global automotive aftermarket is projected to reach USD 784.71 billion in 2023, with a compound annual growth rate (CAGR) of 5.5% expected to reach USD 1,167.09 billion by 2030 [6] - In China, the independent aftermarket (IAM) channel accounted for approximately 48.9% of the automotive service market in 2022, with expectations for growth to 55.7% by 2027 [7] - The company has established partnerships with well-known automotive parts chains to strengthen its domestic market presence and is actively developing online sales channels [7] Group 4: Profitability and Financial Management - The increase in gross and net profit margins is attributed to the launch of new high-value products, supply chain optimization, and internal management improvements [8] - The company is focused on maximizing sales while minimizing costs through digital management and refined operational strategies [8] Group 5: Impact of New Energy Vehicles - The current low ownership of new energy vehicles (NEVs) does not significantly impact the demand for non-wear parts, which continues to grow [10] - The rise of NEVs is expected to increase the demand for automotive electronic products, potentially boosting sales for the company [10]