Group 1: Company Overview and Market Position - The company has been exporting since 2003, with foreign sales accounting for approximately 70% of total revenue, primarily serving Fortune 500 companies and leading brands in niche markets [3] - The company recognizes the importance of technological research and innovation for performance growth and long-term development [4] - The company aims to enhance market share through comprehensive strength, focusing on safety and quality demanded by international brand clients [5] Group 2: Financial Impact of Convertible Bonds - The issuance of convertible bonds aligns with national industrial policies and the company's overall development strategy, expected to enhance business scale and optimize product structure [5] - Short-term, the asset-liability ratio may increase, but the lower interest rates of convertible bonds compared to bank loans will help reduce financial expenses [5] - As projects funded by the bonds are completed, the company's net asset scale is expected to gradually expand, leading to improved profitability [5] Group 3: Future Development Strategy - The company will continue to focus on lithium-ion and nickel-hydride battery industries, maintaining R&D investments to enhance product safety and performance [6] - The company plans to leverage the bond issuance to accelerate project construction and adopt advanced digital management systems [6] - Future strategies will be updated annually based on market insights and macroeconomic analysis to provide high-quality power solutions to global brands [6] Group 4: Market Outlook - In 2022, global notebook shipments were approximately 186 million units, and smartphone shipments were about 1.206 billion units, both showing a decline [6] - Market recovery is anticipated in 2023, with a projected quarterly revenue growth rate of about 17.8% for notebooks starting Q1 2023 [6] - The compound annual growth rate for smartphones from 2022 to 2027 is forecasted at 2.6%, with shipments expected to exceed 1.37 billion units by 2027 [6] Group 5: Convertible Bond Issuance Schedule - Key dates for the convertible bond issuance include: - December 21, 2023: Online roadshow and preferential subscription registration for existing shareholders [7] - December 22, 2023: Issuance announcement and subscription day [7] - December 25, 2023: Announcement of subscription results and lottery drawing [7] - December 26, 2023: Announcement of lottery results and payment day [7] - December 27, 2023: Final allocation results based on fund receipt [7] - December 28, 2023: Issuance results announcement [7]
豪鹏科技(001283) - 2023年12月21日投资者关系活动记录表