Group 1: Investor Relations Activities - The investor relations activity was a targeted research event held on January 3, 2024, at the company's conference room in Suzhou [2][3]. - Participating institutions included major securities firms such as Dongfang Caifu Securities and Guotai Junan Securities [2][3]. - Company representatives included the CFO and board secretary, Mr. Lei Jiarong, and assistant general manager, Mr. Xie Lingzhi [2][3]. Group 2: Revenue from Apple Supply Chain - Sales revenue from Apple and its EMS manufacturers accounted for 86.85%, 91.06%, and 88.13% of total revenue in 2020, 2021, and 2022, respectively, with 2023 maintaining a similar level [3][4]. - The company has established a stable partnership with Apple, ensuring a solid revenue base from the Apple supply chain [3][4]. Group 3: Supplier Relationships and Market Position - Lechuan Technology is the main supplier of motion controllers due to its advanced technology and extensive experience in the field [4][5]. - The company prioritizes purchasing mature third-party products to quickly enter the market and expand its market share, leveraging the strengths of its suppliers [5][6]. Group 4: Impact of Apple’s Supply Chain Management - The company collaborates with equipment integrators designated by Apple, ensuring compliance with Apple's quality standards throughout the production process [6][7]. - Apple's supply chain management includes a mix of direct and indirect procurement methods, with a significant number of suppliers remaining based in China [7][8]. Group 5: Response to International Trade Conflicts - The company has stationed personnel in Vietnam to support clients' increased production capacity and is prepared to establish overseas subsidiaries if conditions allow [8][9]. - The company emphasizes maintaining strong technical capabilities and customer relationships to mitigate risks associated with international trade conflicts [8][9]. Group 6: Development in MR and Mobile Phone Sectors - Since entering Apple's qualified supplier system in 2017, the company has expanded its product applications to include various Apple devices [9][10]. - Revenue from the MR and mobile phone sectors remains uncertain, with 2023 revenue in these areas being in the millions [10][11].
卓兆点胶(873726) - 投资者关系活动记录表