良信股份(002706) - 2023年3月31日投资者关系活动记录表

Group 1: Financial Performance and Cost Control - In 2022, the company implemented a refined management approach for cost control, focusing on R&D and sales expenses based on target achievement [1] - The company plans to continue using a sharing mechanism for budget allocation in 2023 to avoid premature budget overspending [1] - The gross profit margin was impacted in 2022 due to industry structural adjustments, and the company has initiated specific measures for improvement [2] Group 2: Industry Growth and Market Segmentation - The company’s downstream industries are categorized into seven major sectors: real estate, industrial construction, new energy, power grid, public construction, information communication, and industrial control [1] - In 2022, the new energy and industrial construction sectors experienced significant growth, compensating for the decline in the real estate sector [1] - The company anticipates continued growth in new energy, public construction, and industrial construction sectors in 2023, influenced by macroeconomic trends and prior investments [1] Group 3: Smart Distribution Business Model - The smart distribution business model differs from traditional component sales by integrating software platforms, smart components, and brand cabinets into comprehensive solutions [2] - The market positioning for smart distribution is aimed at the high-end market to avoid homogenized competition, focusing on customized solutions for various sectors [2] - The overall solution approach is expected to enhance the company's profitability and brand reputation compared to traditional component sales [2] Group 4: New Energy Strategy - New energy is a crucial module in the company’s strategic plan, with a comprehensive approach covering wind, solar, storage, vehicles, charging, hydrogen, and nuclear power [2] - The company maintains a strong market presence with a complete range of solutions and products, ensuring high market share [2] - The strategy includes following leading clients and replicating successful models in vertical segments [2] Group 5: Cost Improvement Initiatives - The company is undertaking a normalization strategy to integrate standards, product platforms, and packaging to reduce costs while meeting customer needs [3] - Efforts are being made to streamline low-margin clients and projects, implementing targeted measures for margin improvement [3] - Enhancing the development capabilities of leading products is a priority to improve market pricing power [3]