奥海科技(002993) - 2022年5月10日投资者关系活动记录表

Group 1: Company Overview - Aohai 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 and has expanded its product offerings across various sectors, including mobile chargers, IoT smart terminals, and new energy vehicles [2][3] - In 2021, the company achieved a revenue of 4.245 billion, with a compound annual growth rate (CAGR) of 38.52% over the past five years [2][3] Group 2: Revenue Breakdown - In 2021, the revenue from mobile chargers was approximately 2.9 billion (up 29.42% year-on-year), IoT segment revenue was about 567 million (up 69.8%), and PC segment revenue was around 190 million (up 37.12%) [3] - The company's market share in mobile chargers has reached 15% [3] Group 3: R&D and Innovation - The number of R&D personnel increased by 21.72% in 2021, totaling 482, to support new business areas such as power tools and data power [3] - The company holds nearly 400 patents, indicating a strong focus on innovation and technology development [2] Group 4: Market Trends and Customer Relationships - The company has established deep partnerships with major mobile brands, including Xiaomi, Vivo, and Transsion, and is actively expanding its customer base to include Apple and Samsung [4][5] - The trend of major brands like Apple and Samsung canceling standard accessories has had a limited impact on the overall industry [4] Group 5: Future Business Directions - Aohai Technology plans to increase investment in the new energy vehicle sector, focusing on products like MCU, BMS, and VCU, and aims to become a leading provider of intelligent and electric systems [5] - The company is also expanding into the new energy power supply market through acquisitions, enhancing its competitive edge in the sector [5] Group 6: Impact of External Factors - The pandemic has had a limited direct impact on the company's production, with a strong growth trend in revenue and net profit during the first quarter [6] - The depreciation of the RMB has positively affected the company's competitiveness in international markets, facilitating overseas sales [6]