Group 1: Company Strategy and Goals - The company focuses on the research, production, and sales of micro-acoustic components and audio products, aiming to become a well-known manufacturer and solution provider in the acoustic field [3] - Since last year, the company has successfully developed new clients such as BOE, Baidu, and Harman, while also seeking additional projects from existing clients [3] - The company is enhancing its production stability and capacity by relocating its facilities and implementing fundraising projects [3] Group 2: Technical Capabilities - The company has accumulated over 60 authorized patents and developed a comprehensive technical and management system over more than 20 years [4] - Key technologies include large amplitude balanced speaker design, miniaturized microphone production processes, and high-efficiency testing tools for micro-speakers [4][5] Group 3: Market and Sales Performance - In 2023, the sales volume and revenue of audio products, particularly marine and automotive speakers, declined due to geopolitical conflicts and high inflation [6] - However, there is an expectation for sales recovery in 2024 as consumer demand improves and the company has a sufficient order backlog [9] Group 4: Financial Matters - The company has received 2.7 billion CNY of the 3.6 billion CNY relocation compensation, with the remaining amount contingent on the completion of facility relocation [7] - The relocation compensation is expected to significantly boost net profit once the accounting treatment is finalized [7] Group 5: Future Outlook - The company does not currently plan to establish overseas factories [7] - The company anticipates a stabilization in net profit decline and an increase in production capacity and market share in 2024 due to the recovery of the consumer electronics market [9]
豪声电子(838701) - 投资者关系活动记录表