今飞凯达(002863) - 今飞凯达调研活动信息

Group 1: Company Overview - Zhejiang Jinfei Kaida Wheel Co., Ltd. specializes in the research, design, manufacturing, and sales of aluminum alloy wheels, covering automotive, motorcycle, and electric bicycle sectors [4][5]. - The company has established stable partnerships with major automotive manufacturers, including SAIC Volkswagen and Honda, and its products are sold in North America, Europe, Japan, and Russia [4][5]. Group 2: Financial Performance - In 2020, the company achieved a revenue of CNY 3.115 billion, a year-on-year increase of 5.73%, with a net profit of CNY 64.74 million, up 13.26% [4][6]. - In Q1 2021, revenue reached CNY 829 million, a growth of 38.18%, and net profit was CNY 16.84 million, increasing by 29.82% [4][6]. Group 3: Competitive Advantages - The company has a global layout strategy, leveraging cost advantages from production bases in Yunnan and Ningxia, which helps reduce production costs [5][6]. - Jinfei Kaida is constructing smart factories to enhance production efficiency and support high-end market expansion, with a target of producing 3 million lightweight aluminum alloy wheels annually [5][6]. Group 4: Risk Management - The company has implemented measures to mitigate the impact of rising raw material costs, including resource integration and price linkage agreements with customers [8][9]. - To address potential trade frictions, the company has invested in a factory in Thailand, benefiting from zero tariffs and enhancing its competitive position [6][9]. Group 5: Technological Innovation - Jinfei Kaida holds 331 patents, including 22 invention patents, focusing on lightweight materials and new manufacturing processes, ensuring product quality and technological leadership [6][7]. - The company is exploring the application of 3D printing technology for rapid prototyping, which could reduce initial costs and improve efficiency [9][10].