Group 1: Investor Relations Activity - The investor relations activity was a specific object survey held on March 13, 2024, at the company's headquarters in Guangzhou [2] - The meeting was attended by Dongguan Securities, with the company represented by Mr. Dong Hao, the Secretary of the Board and CFO [2] Group 2: Overseas Business Expansion - The company has established long-term relationships with international clients such as Rockwell, Omron, Bosch, Siemens, Schneider, and Honeywell, laying a solid foundation for overseas business development [3][4] - Currently, there are no plans to build factories overseas [4] Group 3: Product and Market Positioning - The company's smart home products are based on the KNX communication protocol, which is recognized as the only open international standard in the smart home and building control field [4] - KNX products require CE and KNX certification, ensuring interoperability and compatibility among different brands, with over 60,000 devices connectable [4] Group 4: Competitive Advantages - The company has a strong focus on smart buildings and security, with advanced core technologies and a comprehensive product system, enhancing its brand image and market competitiveness [5] - Key competitive advantages include: - R&D Advantage: Early introduction of European KNX technology to China, with four proprietary KNX protocol stacks [6] - Diverse Product Matrix: A wide range of products from low-end to high-end, meeting diverse customer needs [6] - Quality Control: Comprehensive management processes to ensure product quality, enhancing market reputation [6] - Management Experience: A stable and experienced team in electronic communications and smart home sectors [6] Group 5: Financial Performance - The company has maintained positive operating cash flow for the past three years, ensuring sufficient funds for daily operations [8] - The increase in gross margin in 2022 and 2023 is attributed to higher R&D investment and a shift towards high-value products [7] Group 6: Future Development - The global KNX product market is projected to grow at a compound annual growth rate (CAGR) of 12.1% from 2022 to 2029, indicating a promising market outlook for the company [9] - The company remains confident in its core business development and competitive strength in the KNX product sector [9]
视声智能(870976) - 关于投资者关系活动记录表的公告(2)