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西上海(605151) - 西上海投资者关系活动记录表(2023年9月)

Group 1: Business Development and Orders - In the first half of 2023, the company secured new orders totaling 2.3 billion CNY, with BYD accounting for the highest share at 32.3%, amounting to over 700 million CNY [3] - The company has successfully expanded its client base to include major automotive manufacturers such as BYD, GAC Aion, NIO, and others [3][4] - The Guangzhou manufacturing base has completed its first phase and began operations on July 28, 2023, serving clients like BYD and Xpeng Motors [5] Group 2: Manufacturing and Logistics - The company is developing an intelligent manufacturing park in Hefei, covering nearly 100,000 square meters, to support NIO and other local manufacturers [5] - As an independent third-party logistics provider, the company helps reduce operational costs for automotive manufacturers and has been recognized as a national AAAA-level logistics enterprise [6] - The company has over 20 years of experience in the automotive logistics sector, providing comprehensive services from pre-production to after-sales [6][8] Group 3: Strategic Focus and Future Plans - The company is focusing on expanding its business in the new energy vehicle sector while maintaining its traditional fuel vehicle market [6][7] - Future collaborations with clients like Magna and Faurecia will include a range of automotive components, enhancing the company's service offerings [4] - The company aims to explore new business opportunities in new materials and technologies, aligning with industry trends [9][10] Group 4: Client Relationships and Product Offerings - The company has established itself as a core supplier of covering parts for BYD, providing components for popular models such as Song, Qin, and Han [9][10] - The company’s full industry chain service model enhances profitability and risk resistance, facilitating collaboration across its various business segments [7][8] - The company continues to strengthen partnerships with major automotive brands, ensuring a robust supply chain and product delivery [8]