泉峰汽车(603982) - 投资者关系活动记录表

Group 1: Company Performance - In 2023, the company's total revenue increased by 22.37% compared to 2022, with the new energy vehicle parts business growing by 81.68% [3] - Despite revenue growth, the company reported a loss due to factors such as high production capacity growth outpacing revenue growth, asset impairment provisions, and increased financial costs [3] - The gross margin turned positive in the second half of 2023, reaching 6% in Q4 [3] Group 2: Q1 2024 Performance - In Q1 2024, the company achieved a revenue of 504 million CNY, a year-on-year increase of 12.83%, with new energy business revenue at 287 million CNY, accounting for 56.94% of total revenue [3] - The company continued to face losses due to high capital expenditures, increased interest expenses, and seasonal business fluctuations, although gross margin showed significant improvement [3] Group 3: Client and Product Overview - The company's clients include major domestic and international tier 1 manufacturers and battery suppliers, such as Tesla, BYD, and CATL, indicating a strong and diverse client base [3] - Key products in the new energy sector include various types of motor housings and intelligent driving housings, which have achieved stable mass production [3] Group 4: Future Plans - The company is establishing a production base in Hungary, leveraging the strong automotive industry presence in the region to enhance cooperation with local manufacturers and seize opportunities in the European electric vehicle market [3]