奥海科技(002993) - 2022年5月19日投资者关系活动记录表

Group 1: Company Overview - AOHI Technology is a leader in portable energy system solutions, focusing on efficient energy exchange systems for portable devices [2] - The company was founded in 2004, initially entering the mobile charger market, and has since expanded into various sectors including IoT, PC, and new energy vehicles [2] - In 2021, AOHI achieved a revenue of 4.245 billion, with a compound annual growth rate (CAGR) of 38.52% over five years, and holds nearly 400 patents [2] Group 2: Market Performance - AOHI's market share in mobile chargers has reached 15% [3] - The average price of mobile chargers increased from approximately 13.48 yuan in 2021 to over 17 yuan in Q1 2022, reflecting a trend of rising prices due to increased power [3] - In the IoT sector, AOHI generated revenue of 567 million in 2021, marking a year-on-year growth of 69.8% [3] - The PC business also saw revenue of 190 million in 2021, with a year-on-year increase of 37.12% [3] Group 3: Strategic Partnerships and Brand Development - AOHI has established stable business collaborations with major IoT brands such as Xiaomi, Amazon, and Google, leveraging its advantages in technology and scale [3] - The company aims to enhance its production capabilities for high-power fast charging products and expand its product lines for Xiaomi and Vivo [3] - AOHI's self-owned brands, "AOHI" and "Yispeed," achieved sales revenue exceeding 40 million in 2021, with significant rankings in Tmall for chargers [4] Group 4: Competitive Advantages and Future Outlook - The company is focusing on enhancing its competitive edge in the electric vehicle control systems market, with ongoing investments in R&D for various control system solutions [4] - AOHI is optimizing its portable energy storage systems and upgrading charging solutions for electric vehicles [4] - The impact of rising chip prices is mitigated by stable partnerships with chip manufacturers and a strategy to increase the share of domestic chips, which currently exceeds 40% [5]