大洋电机(002249) - 2017年5月18日投资者关系活动记录表

Financial Performance - In Q1 2017, the company's revenue increased by 31.22% year-on-year, while net profit showed a decline due to short-term impacts from policies affecting the new energy vehicle sector [4] - The home appliance and household electric motor business, as well as the vehicle rotating electric motor business, continue to maintain good growth momentum [4] New Energy Vehicle Sector - The company has been involved in the new energy vehicle powertrain system since 2009, transitioning from traditional home appliance suppliers to automotive industry suppliers [4] - In 2017, the company signed an assembly authorization agreement for hydrogen fuel cell modules with Ballard, aiming to create a complete powertrain system [4] Market Position and Collaborations - The company collaborates with major domestic new energy vehicle manufacturers, including BAIC, Changan, and Chery, and is a key supplier for several popular new energy vehicle models [5] - The expected production volume for new energy vehicles in China this year is projected to be between 700,000 and 800,000 units [5] Product Development and Innovations - The company launches new high-efficiency energy-saving motor products annually, with applications in home appliances and automotive sectors [5] - The company holds a 9.9% stake in Ballard and is establishing a production line for fuel cell business, targeting commercial and logistics vehicles [5] Operational Strategy - The operational platform currently manages over 6,000 new energy vehicles and plans to expand operations to cities like Shenzhen, Wuhan, and Beijing [6] - The initial operational costs are high, but revenue is generated through vehicle leasing, operational subsidies, and charging services [6] Future Growth and Mergers - The home appliance and household electric motor business grew over 30% in Q1 2017, with a balanced export and domestic sales ratio of approximately 50% each [6] - Future mergers will focus on the motor and its application fields, considering factors like core competitiveness and profitability of potential partners [6]