奥海科技(002993) - 2023年5月4日投资者关系活动记录表

Group 1: Company Overview and Performance - In 2022, the company achieved a revenue of 4.467 billion CNY, representing a year-on-year growth of 5% [2] - The gross profit margin improved to 21.75%, up from 20.67% at the end of Q3 [2] - The net profit attributable to shareholders reached 438 million CNY, an increase of 28.16% year-on-year [2] Group 2: Business Segments and Growth - Non-mobile business accounted for 43.2% of total revenue, up from 30.94% the previous year [3] - The acquisition of Zhixin Control generated a revenue of 623 million CNY in 2022 [3] - The average selling price of mobile products increased by over 20% due to the rapid development of fast charging technology [3] Group 3: Market Challenges and Strategies - The consumer electronics sector, particularly the mobile phone industry, faced challenges due to macroeconomic downturns [3] - The company plans to expand into new fields such as new energy vehicles and digital energy storage [3] - In response to the general decline in the consumer electronics market, the company aims to continuously develop new products and explore new application areas [4] Group 4: Future Outlook and Innovations - The company is focusing on the server power supply sector, leveraging growth opportunities from 5G and cloud computing [4] - The photovoltaic business is progressing with a range of inverter products aimed at residential and commercial applications [4] - The company is actively expanding its international presence, with overseas revenue exceeding 30% in 2022, a significant increase from around 20% in 2021 [3]