兆威机电(003021) - 2021年1月15日投资者关系活动记录表

Group 1: Company Overview - The company operates in the micro-drive and micro-transmission industry, which differs significantly from traditional transmission industries in terms of product specifications, materials, production processes, and application fields [2]. - The market competition is primarily concentrated among a few foreign companies, such as Germany's IMS and Japan's Nidec, with some competition from Chinese companies like Dechang Motor and Lijia Precision [2]. Group 2: Competitive Strategy - The company adheres to the principle of "innovation, excellence, and win-win," focusing on technological breakthroughs to ensure quality and efficiency, aiming for international product substitution [2]. - The company has received the "China Industrial Award," which serves as motivation to enhance R&D and maintain a leading position domestically and internationally [2]. Group 3: Profitability Maintenance - The company has maintained a profit margin slightly above the industry average by focusing on core technological advantages and selectively developing high-difficulty products for benchmark clients [3]. - The demand for micro-transmission systems is strong due to the rapid development of emerging industries like communication equipment and smart home devices, which helps sustain higher profit levels [3]. Group 4: Future Development Direction - The company plans to continue focusing on large clients, leveraging its strong technical innovation and product development capabilities to gain recognition from well-known downstream enterprises [4]. - Collaborating with benchmark enterprises not only drives technological growth but also guides the company's innovation direction and market expansion [4]. Group 5: Pricing Strategy - The company has annual price reduction clauses in framework agreements with major clients like Huawei, but pricing decisions consider production costs, technical levels, order volumes, and market competition [4]. - The company aims to maintain profitability while facing price competition by improving technology, management, and efficiency [4]. Group 6: Sales System - The marketing team utilizes online platforms, trade shows, bidding, referrals from existing clients, and technical exchanges to acquire new clients [5]. - The sales service team engages directly with clients to address specific product needs and conduct business negotiations [5].