凯中精密(002823) - 2023年11月15日投资者关系活动记录表（2023年深圳辖区上市公司投资者网上集体接待日活动）

Financial Performance - In Q3 2023, the company achieved revenue of 805 million CNY, a year-on-year increase of 14.79% [2] - Net profit for Q3 2023 was 36.67 million CNY, up 435.89% compared to the previous year [2] - For the first three quarters of 2023, total revenue reached 2.237 billion CNY, a growth of 13.35% [2] - Cumulative net profit for the first three quarters was 42.67 million CNY, reflecting a 35.48% increase [2] - The company's cash flow from operating activities was 175 million CNY, up 25.98% year-on-year [2] Business Focus and Market Strategy - The company is focusing on the precision components business in the new energy sector, particularly in electric vehicle (EV) power batteries and intelligent driving [3][4] - The demand for precision components is driven by the rapid growth of the new energy market, with plans to expand product categories and optimize product structure [3] - The new energy precision components business accounts for approximately 28% of total revenue, with significant growth expected [5][6] Competitive Advantages - The company possesses leading R&D capabilities, investing over 100 million CNY annually in technology development [6] - It has established long-term strategic partnerships with top domestic and international EV manufacturers [6] - The company benefits from a full industry chain layout, enhancing product design, mass production, and cost advantages [6] Product Development and Innovation - Recent product developments include components for high-voltage fast-charging vehicles, such as busbars and connectors for power batteries [6] - The company is actively developing new projects with leading domestic and international automotive clients [5][6] Future Outlook - The company aims to continue expanding its market share and customer base in the new energy sector, leveraging its technological strengths and strategic partnerships [4][5] - It is also exploring opportunities in the robotics sector, utilizing its core competencies in precision components [7]