华工科技(000988) - 2023年4月7日投资者关系活动记录表

Group 1: Company Overview and Strategic Direction - The company has undergone significant transformation since its restructuring, enhancing operational quality and decision-making efficiency [7] - The core business areas have been redefined into three segments: connectivity, perception, and intelligent manufacturing, which have expanded horizontally and vertically [7] - The company aims to leverage its existing technology and talent to enhance competitiveness in digital empowerment and the new energy vehicle industry [8] Group 2: Connectivity Business - The company has shifted its product focus from low-end wireless optical modules to a high-end product matrix, including silicon photonic chips and data center optical modules ranging from 100G to 800G [7] - The company has established a presence in the digital center market and is expanding its product offerings to include next-generation optical modules [11] - The market for coherent optical modules is projected to grow significantly, with expected revenues reaching $22 billion this year and potentially $45-50 billion in the next 2-3 years [22] Group 3: Perception Business - The perception business has seen explosive growth, particularly in the new energy vehicle sector, with a 60% increase in revenue last year and a projected 50% growth in Q1 2023 [14] - The company has secured a dominant market position, supplying approximately 300 million PTC heating systems for new energy vehicles, representing a significant share of the domestic market [13] - The company is expanding its product range to include multi-functional sensors, meeting increasing market demands [14] Group 4: Intelligent Manufacturing Business - The company is a leading manufacturer of laser equipment, providing comprehensive solutions for various industries, including automotive and electronics [15] - In 2022, the company implemented 36 smart production line projects, enhancing its capabilities in automated manufacturing [16] - The intelligent manufacturing segment has seen a 71% revenue increase from laser equipment used in the new energy vehicle sector [16] Group 5: Research and Development - The company plans to invest approximately 500-600 million in 16 R&D projects over the next three years, focusing on high-pressure sensors and industrial digital twin platforms [10] - The central research institute aims to attract top talent and enhance innovation capabilities, with plans to recruit 200 master's and doctoral graduates annually [10] - The company is committed to aligning its R&D strategy with national strategic needs, focusing on key technologies and domestic substitution [21] Group 6: Market Position and Future Outlook - The company is positioned to capitalize on the growing demand for new energy vehicles and intelligent connected vehicles, with significant opportunities in the production of components and systems [8] - The company has established a strong foothold in the domestic market, capturing 70% of the market share for new energy vehicle body welding [8] - The intelligent laser lighting business is expected to grow, with plans to develop integrated solutions for automotive applications [30]