万安科技(002590) - 2016年8月24日投资者关系活动记录表

Group 1: Company Overview and Products - The company primarily focuses on air ABS systems, with most clients being A-point suppliers [1] - In the first half of 2016, the assembly volume of air ABS for light trucks increased due to new national regulations [2] - Major clients include Jianghuai, Dongfeng Liuzhou, General Motors Wuling, Southeast Automotive, and Huatai, covering both traditional and new energy vehicles [2] Group 2: Financial Performance and Product Margins - The low gross margin of the suspension system products is attributed to a lower self-manufacturing rate due to some components being sourced from designated suppliers [2] - Modular products include both self-manufactured and outsourced components, with steering gear assemblies and rear link assemblies being outsourced [2] Group 3: Future Developments and Innovations - The lightweight chassis project is expected to produce sample products by the end of the year [3] - The company plans to prioritize commercial vehicles for its ADAS systems before expanding to passenger vehicles [3] - The wireless charging system currently achieves a charging efficiency exceeding 90% [3] Group 4: Strategic Partnerships and Acquisitions - The acquisition of Wan'an Pump Industry is aimed at expanding business areas and completing the company's industrial chain [4] - A joint venture with Protean is in the pre-approval stage, focusing on developing 16-inch and 14-inch wheel hub motor products [4] - Collaboration with Haldex Brake Products AB is also in the pre-approval phase, enhancing the company's competitiveness in active safety products for vehicles, especially in emerging markets like new energy vehicles [4]