金溢科技(002869) - 2023年6月27日投资者关系活动记录表

Group 1: Investor Relations Activities - The investor relations activity was conducted on June 27, 2023, from 10:30 to 11:40 AM, with participants from Fortune Fund and Guosheng Securities [2][3] - The meeting was held in the company's conference room, hosted by the board of directors and general manager Cai Fuchun [2] Group 2: Key Questions and Responses - The first question addressed whether 2023 is a year for ETC product replacement. The response indicated that ETC products have a lifespan of 3-5 years, with a peak installation period in 2019 due to national policy [2] - The second question inquired about the limitations of the smart connected vehicle industry. The response highlighted that the development process typically starts from pilot applications to gradual expansion, with government support evident through various policies [3] - The third question focused on the company's advantages in V2X technology. The response emphasized nearly ten years of R&D experience, leading to industry-leading V2X technology capabilities [3] Group 3: Market Position and Strategy - The company has established partnerships with dozens of OEMs, including traditional, new energy, joint venture, and internet vehicle manufacturers, leveraging its ETC front-mounted products [3] - The company has a comprehensive marketing network across the country, ensuring a solid foundation in both underlying technology and market promotion [3] - The company’s ETC products benefit from a stable customer base and a complete supply chain system, which enhances product performance stability during the upcoming replacement wave [3] Group 4: Policy and Industry Development - Shenzhen introduced the "Implementation Plan for Promoting High-Quality Development of Smart Connected Vehicles" in November 2022, aiming to create a leading national smart connected vehicle industry cluster [3] - The plan follows a "1+1+N+1" model, with districts gradually establishing demonstration application areas based on local road characteristics and business needs [3]