泰永长征(002927) - 2023年9月18日投资者关系活动记录表

Group 1: Company Overview - Guizhou Taiyong Changzheng Technology Co., Ltd. focuses on high-end markets such as rail transit, data communication, and critical infrastructure [1] - The company emphasizes brand building and independent innovation in its product development [1] Group 2: Market Position and Technology - The market share of dual power automatic transfer switches varies across different downstream segments, with a strong presence in high-reliability applications [1] - The company has achieved breakthroughs in high voltage, high current, and solid-state technology within the dual power automatic transfer switch sector [1] Group 3: Product Development and Future Directions - The growth in distribution electrical appliances in the first half of 2023 primarily comes from industrial distribution and new energy sectors [1] - The company plans to enhance its charging equipment sales and invest in advanced technology development, focusing on deep cooperation with downstream clients and exploring overseas markets [1] Group 4: Competitive Advantages - The company maintains a differentiated competition strategy, leveraging technical and product advantages, particularly in low-voltage electrical products [3] - It has a strong marketing network covering the entire country and a specialized marketing team for strategic large customer development [3] Group 5: Sales and Distribution - Direct sales slightly exceed distribution sales, with distribution accounting for a higher proportion in power and distribution electrical appliances [3]