Topband(SZ:002139)2022-12-04 06:48Group 1: Company Overview - Shenzhen Tuobang Co., Ltd. specializes in intelligent controllers for equipment with certain power requirements, providing customized solutions for over 500 leading global brand clients [3] - The company leverages its technological advantages, quality customer base, and strong platform system as competitive edges [3] - Development strategies focus on specialized division of labor, consumption upgrades, and smart IoT trends, implementing differentiated development and platform-based strategies [3] Group 2: Market Trends and Dynamics - There is a noticeable trend of major domestic appliance manufacturers outsourcing part of their controller shares due to increased product complexity and changing consumer preferences [4] - The home appliance sector accounts for approximately 50% of the company's total revenue, with evolving product forms leading to increased complexity and integration [4][5] - The shift of overseas orders to domestic markets is evident as foreign controller manufacturers face diminishing technological advantages [5] Group 3: Financial Performance and Projections - The company’s revenue for the first three quarters of the year has already surpassed the total revenue of the previous year, indicating strong growth momentum [4] - Following the completion of performance commitments after acquisitions, the company plans to increase investments to accelerate development [4] - The lithium battery business has shown growth compared to 2016, with a focus on small power batteries and energy storage sectors [6]