东山精密(002384) - 投资者关系活动记录表

Business Strategy - The company has implemented a dual-drive strategy focusing on "consumer electronics and new energy vehicles" to capitalize on the rapid development of the global new energy vehicle industry [2] - The company actively embraces the "new blue ocean" of new energy while continuously improving the quality and efficiency of its consumer electronics business [2] New Energy Business - The company's new energy business production bases are located in Suzhou, Kunshan, Yancheng, and Shanghai Lingang (under construction) domestically, with overseas bases in Mexico and the US [1] - The company has comprehensive customer development in the new energy sector, collaborating with mainstream domestic new energy vehicle manufacturers and targeting traditional automakers transitioning to new energy [1] - Products offered for new energy vehicles include electronic circuit products (FPC and rigid boards), vehicle displays, and functional structural components (heat dissipation, battery structural parts, body parts, and casings) [2] - The company is actively introducing mainstream domestic and international manufacturers for its new energy vehicle display business, with future revenue and profits expected to gradually reflect in this sector [2] Financial Performance - The Mexico factory, as part of the new energy strategy, is still in the production ramp-up phase and has not yet become profitable [2] Merger and Acquisition - Successful integration of acquired businesses is attributed to the company's values of "openness, inclusiveness, pragmatism, and progress," along with thorough analysis of market environment, customer channels, financial status, and technical R&D to ensure strategic alignment with the group [2] Investor Relations - The company held a Q3 2023 earnings conference call on October 25, 2023, with 413 institutional investors participating, including representatives from major securities firms such as Huachuang Securities, GF Securities, and Haitong Securities [1] - A roadshow event titled "Riding the Wave of Growth - Collective Exchange" was conducted in the afternoon of the same day [1]