Group 1: Business Overview - The company primarily engages in the research, production, and sales of automotive forged components, focusing on high-performance and safety requirements in automotive power systems, transmission systems, steering systems, and suspension support systems [1] - Major clients include top global automotive parts manufacturers, with the top five clients accounting for 59.34% of revenue in 2022 [2] - The company has established long-term stable partnerships with renowned suppliers, including Bosch, ZF, and Magna [1] Group 2: Product and Market Development - The company has developed 45 projects for new energy vehicles (NEVs) as of December 31, 2022, with several products already in mass production [2] - Revenue from NEV products grew from 5.12 million yuan in 2020 (0.87% of main business revenue) to 98.48 million yuan in 2022 (10.05% of main business revenue) [3] - The company is exploring potential overseas investments and has established a European subsidiary in Germany, with overseas sales accounting for approximately 25% of total sales [3] Group 3: Future Growth and Strategy - The company anticipates growth in NEV component revenue due to the rapid development of the new energy sector [3] - The company aims to maintain stable product quality to ensure a steady supply of orders from global suppliers, leveraging long-term partnerships to enter new client supply chains [2] - Future product development will focus on meeting the needs of NEV clients while ensuring compatibility with both fuel and electric vehicles [2]
三联锻造(001282) - 2023年7月6日投资者关系活动记录表