Moso power(SZ:002660)2022-12-08 08:44Group 1: Company Overview and Investor Relations - The company involved is Maoshuo Power Technology Co., Ltd., with stock code 002660 [1] - The investor relations activity included a site visit with participation from various funds and securities firms [2][3] Group 2: Financial Performance and Production Capacity - The company has seen an increase in output volume, leading to economies of scale and reduced production costs due to self-manufactured raw materials [3] - The expected recovery of approximately 200 tons of copper through recycling is projected to generate direct economic benefits of around 6 million yuan [3] - The company anticipates overall sales revenue to exceed 300 million yuan next year, with a sales target of 40 million flexible printed circuits (FPC) at an average price of 2.5-3 yuan per piece [5] Group 3: Market Strategy and Future Plans - The company aims to strengthen its market position in the LED lighting sector while expanding into mobile smart terminals and wearable devices [5] - Future sales from sectors outside LED lighting are expected to account for about 30% of total revenue, with slightly higher profit margins [6] - The company plans to invest over 100 megawatts in photovoltaic power station projects next year, enhancing the sales of its photovoltaic inverters [9][10] Group 4: Strategic Partnerships and Collaborations - The collaboration with Maoshuo Power is based on mutual interests in the LED lighting sector, with significant potential for supply chain synergies [6][7] - The company is actively engaging in the electric vehicle charging station market, with ongoing customer negotiations and product development [8][9] Group 5: Investment and Financial Adjustments - The company is adjusting its investment strategy, including the transfer of shares in Lianshuo Automation to mitigate investment risks and recover capital [10][11] - The involvement of experienced investors in the capital market is expected to enhance the company's financial operations and acquisition capabilities [10]