Group 1: Company Overview - The company operates in the Internet of Things (IoT) industry, utilizing a "make-to-order" production model based on customer demand [3] - The company’s main technology and products are self-developed, focusing on market trends and customer needs to maintain core competitiveness [3] Group 2: Revenue Characteristics - The company’s revenue does not exhibit significant seasonal characteristics due to diverse applications in various sectors such as smart retail, healthcare, and warehousing [4] - As of mid-2023, the Bluetooth sensor business contributed 75.69% to the overall revenue [5] Group 3: Market Strategy and Growth - The company aims to enhance its competitiveness in the Bluetooth sensor market while actively expanding into IoT modules and electronic tags [5] - As of mid-2023, overseas sales accounted for 82.78% of total sales, indicating a strong focus on international markets while also developing domestic opportunities [6] Group 4: Supply Chain and Partnerships - The company utilizes both overseas and domestic Bluetooth chip suppliers, including Nordic and several Chinese manufacturers, to promote domestic substitution of key materials [6] - The company is continuously monitoring the development of domestic chip manufacturers and exploring partnerships [6] Group 5: Shareholder Information - The three controlling shareholders have committed to a three-year voluntary lock-up period, which has been extended by six months post-listing, with no current plans for share reduction [7] - The company emphasizes a stable and active profit distribution policy, with future announcements regarding the 2023 profit distribution plan to be made [8]
云里物里(872374) - 投资者关系活动记录表