兆威机电(003021) - 2024年1月26日投资者关系活动记录表

Group 1: Automotive Electronics Business - The company provides precision components and micro-drive systems for the automotive electronics industry, including actuators and intelligent electronic drive controls, covering various application domains such as body, chassis, power, and intelligent cockpit [1][2]. - The company has established long-term stable partnerships with leading automotive clients and possesses relevant industry certifications, technical reserves, and capabilities [2]. - The rapid development of the new energy vehicle industry and the localization of the supply chain present significant opportunities for the company, which plans to expand its customer base and product categories [2]. Group 2: Industrial Equipment Business - The company aims to replace imported precision core components in the industrial equipment sector, with products applicable to valves, pumps, and sensors [2]. - The industrial equipment business is still in the cultivation stage, with relatively small business volume, but there is significant growth potential as smart manufacturing and warehousing become more prevalent [2]. Group 3: Educational Technology Applications - The company has developed a camera flip mechanism for educational tablets to meet the evolving online learning needs, enhancing stability and efficiency in teaching [2]. - The flip camera feature allows for multi-functional applications and better interaction between online and offline learning environments [2]. Group 4: Financial Outlook - The company aims for a stable improvement in gross profit margin, which is influenced by product sales structure, raw material price fluctuations, and other factors [3]. - The company is focused on optimizing customer and product structures to increase the proportion of high-value-added and high-margin products [3]. Group 5: Future Development Vision - The company acknowledges the challenges and uncertainties in its growth journey but remains committed to the vision of advancing in the micro-drive field and creating a better intelligent life [3].