德众汽车(838030) - 投资者关系活动记录表

Group 1: Company Overview and Activities - The company held a performance briefing for the first half of 2023 on September 12, 2023, via an online platform [2] - Key personnel present included the Chairman and General Manager, Mr. Duan Kunliang, and the Secretary of the Board and Financial Officer, Ms. Yi Jianbo [3] Group 2: Business Performance and Growth Areas - The main business areas include vehicle sales, after-sales maintenance, value-added services, and scrapped vehicle recycling, with the scrapped vehicle recycling business achieving revenue of CNY 12.85 million in H1 2023, a year-on-year increase of 346.32% [4] - The penetration rate of new energy vehicles in China reached 36.3% in June 2023, up from 26.7% in the same month last year, indicating a growth opportunity for the company [5] Group 3: Strategic Developments - The company has increased the registered capital of its wholly-owned subsidiary, Hunan Jinrui New Energy Technology Co., Ltd., to CNY 100 million to enter the field of recycling and repurposing used power batteries from new energy vehicles [4][8] - In H1 2023, the company established a luxury brand BMW 4S store and a new energy brand Ora 4S store, expanding its brand portfolio [7] Group 4: Market Position and Competitive Advantage - The company has a strong market presence in Hunan and Guizhou, benefiting from early market entry and significant investment, which enhances its reputation and market share in the region [9] - The company anticipates a positive outlook for the scrapped vehicle recycling market, driven by the increasing average vehicle age and the growing number of vehicles in China, which reached 319 million by the end of 2022 [10] Group 5: Future Plans and Regulatory Considerations - The company is monitoring the potential for transitioning to the Beijing Stock Exchange, following the recent regulatory guidance aimed at enhancing market connectivity and development [10]