朝阳科技(002981) - 朝阳科技调研活动信息

Group 1: Company Overview and Financial Performance - The company experienced rapid sales revenue growth in the first three quarters, but net profit was adversely affected due to rising raw material costs, high labor costs, and changes in product structure [1] - The sales proportion of high-margin products like wire and leather cases decreased, while TWS earphones saw an increase in sales proportion [1] - The pandemic impacted operations, particularly in the Vietnam subsidiary, leading to increased operational costs due to intermittent shutdowns [1] Group 2: New Production Base and Workforce - The new production base in Qishi Jiangbian Village will involve some personnel transfers from the existing base, but new recruitment will also occur due to the introduction of new product types [2] Group 3: Acquisition Strategy - The acquisition of Feida Audio is part of the company's strategy for industrial integration, aiming to enhance its position in the audio industry and optimize market layout [2] - Feida Audio is a leading domestic professional audio system manufacturer, which will complement the company's business structure and improve risk resistance [2] - The acquisition process is ongoing and carries certain uncertainties, advising investors to be cautious [2] Group 4: Future Development and Clientele - The company's future direction focuses on three main areas: audio products, precision components, and pure OEM/ODM manufacturing [3] - Currently, the company does not have its own brand and primarily provides customized products to well-known brands through ODM and OEM methods [3] - Major clients include Apple, Anker, Harman, Skullcandy, 1MORE, and Goer [3] Group 5: Operational Impact and Capital Plans - The recent power restriction policies have not directly affected the company, although upstream suppliers may experience indirect impacts [3] - There are currently no clear plans for capital operations, with future considerations based on company needs [3]