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泓禧科技(871857) - 关于接待机构投资者调研情况的公告

Group 1: Company Performance - The company achieved a revenue of 12,646.94 million yuan in Q3 2023, representing a year-on-year growth of 36.64% [3] - The net profit attributable to shareholders was 1,251.93 million yuan, with a year-on-year increase of 20.17% [3] - Growth was driven by economic recovery, inventory adjustments, and increased demand from back-to-school and festive promotions [3] Group 2: Raw Material Prices - Prices for raw materials of high-precision electronic wire components remained stable, primarily consisting of connectors and wires [3] - Micro speaker raw material prices experienced fluctuations, mainly due to the price volatility of neodymium used in magnets [3] Group 3: Customer Development and Market Strategy - The company is consolidating its leading position in high-precision electronic wire components while developing clients with lower sales volumes [4] - Strengthening partnerships with internationally renowned companies to enhance core competitiveness and market share [4] Group 4: Corporate Governance and Future Outlook - Currently, there is no equity incentive plan in place, but the company will disclose any related matters as per regulations [4] - AI technology is expected to significantly impact the PC market, potentially revitalizing sales of desktops and laptops in the coming year [4] - The company emphasizes the importance of information disclosure and regularly participates in training related to disclosure regulations [4]