兆威机电(003021) - 2022年12月16日投资者关系活动记录表

Group 1: Company Performance and Outlook - The overall performance of the company in the first half of 2022 was impacted by various factors including the macroeconomic environment, the pandemic, and pressure on the consumer market, leading to a certain level of revenue shock [1] - Despite short-term performance pressure, the management and employees remain confident in the company's long-term development and will continue to adopt a cautious and steady approach to strengthen operational management and pursue sustainable growth [1] Group 2: Project Delays and Adjustments - The investment projects "Zhaowei Electromechanical Industrial Park Construction Project" and "R&D Center Construction Project" were originally scheduled to reach usable status by December 31, 2022, and July 31, 2023, respectively. However, due to the repeated impact of the pandemic, the timelines have been extended to September 30, 2023 [2] - The extension of the investment period is a necessary adjustment based on the actual progress of the projects, while the project implementation entities, investment purposes, and scales remain unchanged [2] Group 3: Product Development and Market Trends - The automotive wing's role includes increasing ground adhesion, enhancing vehicle stability at high speeds, improving aesthetic design, and reducing wind resistance to lower fuel consumption [2] - The company is focusing on the development of smart cockpit products, which are becoming a hot research area for automotive manufacturers due to the increasing level of vehicle electrification [3] - The company has a diverse range of screen-related products in the automotive electronics sector, including ceiling screen drive systems and central control screen drive systems, and aims to continuously improve technology and broaden application scenarios [3] Group 4: Competitive Landscape and Advantages - The automotive electronics market is experiencing continuous growth, with significant opportunities for domestic substitution as local manufacturers rise [4] - The company positions itself to develop emerging, incremental, and technically demanding applications, collaborating with clients on project development [4] - The company's competitive advantages include a strong customer base across various sectors, robust technical capabilities, and a clear self-positioning strategy focused on providing competitive products and solutions [4]