Topband(SZ:002139)2022-12-08 08:16Group 1: Company Overview - The company focuses on three main industries: smart controllers, new energy, and high-efficiency motors [1][2] - Smart controllers are the primary source of profit and cash flow, supported by strong technical capabilities [1][2] Group 2: Growth Potential of Smart Controllers - Growth potential is driven by the increasing penetration of smart technology in traditional home appliances [2] - Expansion into new application areas for smart controllers contributes to growth [2] - The push for energy conservation, environmental protection, and the rise of smart homes enhances market opportunities [2] - Professional specialization and market share growth present additional opportunities [2] Group 3: New Energy (Lithium Battery) Business - The new energy segment includes PCM battery protection boards, mobile power supplies, and lithium power batteries, with lithium power batteries accounting for approximately 15% of revenue [2][3] - The company has advantages in lithium iron phosphate battery technology, assembly processes, and quality management [3] Group 4: Smart Home Development Strategy - The smart controller plays a central role in the smart home industry, integrating with cloud technology for comprehensive solutions [3][4] - The company has developed various smart home products, including smart oven control systems and lighting control systems, with some already in mass production [4] - The company aims to leverage capital platform advantages to integrate new industries and maintain technological leadership [4]