PHUA LEE MING(SZ:002957)2022-11-22 03:08Group 1: Company Overview - The core management team includes Chairman Pan Liming, Vice Chairman and President Peng Shaodong, and Vice President Liu Shaoming, with diverse backgrounds and expertise in strategy, operations, and automation technology [3] - The company emphasizes a global layout and has established solid business relationships with leading clients across various industries [3] Group 2: Strategic Goals - The company aims to develop three pillar industries: mobile terminals, new energy, and precision components and molds, each projected to exceed ten billion [3] - Mobile terminals leverage the company's traditional strengths and are expected to maintain steady growth through industry opportunities [3] - New energy is seen as a timely opportunity, with over ten years of experience in lithium battery manufacturing equipment and a strong customer base [3] - Precision components and molds are foundational for the company's goal to become a technology platform company, with plans to increase investment in high-speed and high-precision components [3] Group 3: AR/VR Development - The AR/VR sector is experiencing rapid growth due to the maturity of 5G and changes in work and travel environments, with applications expanding across gaming, education, training, healthcare, and more [4] - The company has been involved in AR/VR technology development early on, currently focusing on testing consumer AR/VR terminal products [4] Group 4: Financial Projections - The company expects 2021 revenue between 2.3 billion and 2.5 billion, with net profit projected between 300 million and 400 million, primarily driven by the new energy sector [4] - The company has a full order book, with production scheduled through the end of the year, and is actively developing new products and technologies [4] Group 5: Investment Fund Plans - The company plans to establish an industrial fund to invest in upstream and downstream of its industry chain, focusing on strategic investments in technology and services [4] - The fund will also target high-end equipment, integrated circuits, artificial intelligence, and smart connected vehicles [4] Group 6: Compliance and Communication - The company ensures compliance with information disclosure regulations, maintaining transparency and accuracy in communications with investors [4]