Group 1: Industry Development and Core Advantages - The company benefits from national policies supporting the electronic industry, promoting technological upgrades and innovation-driven development [1] - Core advantages include business synergy, R&D innovation, smart manufacturing, and comprehensive quality management [3] - The company has established a quality control system and achieved multiple certifications, enhancing its competitive edge [3] Group 2: Future Development Strategy - The company aims to achieve profitability by focusing on "large manufacturing, large customers, and large innovation" as its core strategy [3] - It plans to optimize product structure and expand into new industrial directions, particularly in innovative hardware, automotive electronics, and energy storage [4] - Management is committed to improving operational performance through enhanced management practices and talent development [4] Group 3: Business Model and Operations - The primary business model includes ODM, JDM, and EMS services for domestic and international brand channel partners [4] - The company is transitioning from EMS/OEM to ODM/JDM to increase the proportion of high-value-added products [4] - Continuous R&D efforts are focused on traditional and emerging products, including energy storage and automotive electronics [5] Group 4: Financial Health and Risks - The company reports a healthy cash flow, supported by asset optimization and resource integration [6] - There are currently no ST (special treatment) risks as per stock listing rules, with timely disclosures of financial reports [5] - The company is actively developing portable energy storage solutions to strengthen its market position [5]
卓翼科技(002369) - 2023年5月12日投资者关系活动记录表