ZHONGYEDA(SZ:002441)2022-11-21 15:38Group 1: Company Core Competitiveness - The company's core competitiveness is summarized as a "3+1" network, which includes distribution, logistics, technical service teams, and a focus on small and medium-sized customers [1] - The company has 55 subsidiaries and over 100 offices in major cities, providing stable and timely products and services nationwide [1] - Future strategies include expanding sales networks into lower-tier cities and blank areas, along with increasing new products and brands to drive business growth [1] Group 2: Customer Base - The main customers include manufacturers, integrators, secondary distributors, and engineering installation companies [3] - In 2020, the top five customers accounted for the following sales proportions: Sichuan Honghua Electric Co., Ltd. (1.07%), Zhejiang Shuangqi Electric Co., Ltd. (0.59%), Shenghui Holdings Co., Ltd. (0.58%), Chengdu Mailong Electric Co., Ltd. (0.57%), and Chuan Kai Electric Co., Ltd. (0.56%) [3] Group 3: Industry Situation and Vision - The industrial electrical market in China is large, and although the company is a leader, its current market share remains relatively small [3] - The vision is to become "the world's best professional electrical automation service provider" through continuous innovation and proactive efforts [3] - The industry trend indicates rapid growth in applications such as communication, new energy, automation, rail transportation, and smart manufacturing, which will benefit the industrial electrical product market [3] Group 4: E-commerce and Sales Performance - The company's digital service platform, "Zhongyeda Mall," achieved sales of approximately 5.284 billion yuan (including tax) in the first three quarters of 2021, representing a year-on-year growth of 43.24% [3] - The platform collaborates with well-known brands like Schneider, ABB, Siemens, and others, expanding its reach to small and medium-sized customers [3] Group 5: Charging Station Business - The company has sold over 50 charging stations and operates 4, covering about ten cities nationwide [3] - This business is part of the company's system integration and manufacturing operations, with plans for future expansion based on market trends [3] Group 6: Logistics Network Development - The acquisition of Suzhou Laiyifen Logistics Co., Ltd. was driven by the need to enhance logistics capabilities as the company scales, now renamed Zhongyeda Supply Chain Management (Suzhou) Co., Ltd. [4] Group 7: Shareholding Changes - Zhongzhi Industry Investment Co., Ltd. reduced its shareholding from 8.34% to 4.99999% as of July 21, 2021, complying with disclosure obligations [4]