Group 1: Company Overview - The main products of the company include micro speakers, micro receivers, integrated modules, and audio products for vehicles and ships, widely used in consumer electronics such as smartphones and tablets [2] - The company has been supplying a small quantity of micro electroacoustic products to Harman, but has not yet started cooperation on audio products [7] Group 2: Product Differentiation - The key difference between super-linear speakers and ordinary speakers lies in their design; super-linear speakers use multiple diaphragms to reduce non-linearity and total harmonic distortion, resulting in better sound fidelity [3] - Super-linear speakers outperform ordinary speakers in key performance indicators such as sensitivity, maximum amplitude, resonance frequency, and distortion [4] Group 3: Financial Performance - In the first three quarters of 2023, the company achieved a revenue of 466 million yuan, a decrease of 9.64% year-on-year, and a net profit of 23.28 million yuan, down 56.72% year-on-year [5] - The decline in net profit is attributed to three main factors: 1. Price reductions in micro electroacoustic products leading to lower gross margins despite increased sales volume [6] 2. A decrease in overseas sales and profits from audio products due to geopolitical conflicts and high inflation affecting foreign trade demand [6] 3. A significant reduction in the reversal of credit impairment losses compared to 2022, impacting net profit [6] Group 4: Future Plans and Investments - The company is advancing its fundraising projects as planned, aiming to expand production capacity significantly by 2027, with a projected increase of approximately 58% in production capacity for micro electroacoustic components [7] - In 2024, the company plans to actively explore new customer resources, enhance R&D for new materials and products, and expand its market share in mid-to-high-end products [9]
豪声电子(838701) - 投资者关系活动记录表