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世嘉科技(002796) - 2023年11月21日投资者关系活动记录表
002796SHIJIA TECH(002796)2023-11-21 10:47

Group 1: Main Business Overview - The company operates in two main business segments: precision box systems and mobile communication equipment [1] - Precision box systems include elevator car systems and specialized equipment box systems, with major clients like Schindler, KONE, and Thyssenkrupp [1] - Mobile communication equipment primarily involves RF devices such as filters and antennas, serving clients like ZTE, Ericsson, and Japan Electric [1] Group 2: Communication Products - The company's communication products focus on 4G and 5G macro base stations, including filters, duplexers, and antennas [2] - The subsidiary Suzhou Bofate Electronics Technology Co., Ltd. is responsible for communication products, with ZTE and Ericsson as key customers [2] - Bofate is one of the three core suppliers of filter products to ZTE [2] Group 3: Financial Performance and Strategy - The precision box system business is stable, with revenue primarily from elevator car systems, and expanding into energy storage cabinets and medical sheet metal components [2] - Future strategies include consolidating market position in elevator systems, expanding market share in specialized equipment, and developing mobile communication equipment [2] - The company aims to explore overseas markets, having established a subsidiary in Malaysia to reduce operational risks and cultivate new profit growth points [2]