祥鑫科技(002965) - 2023年06月20日投资者关系活动记录表

Group 1: Company Overview and Financial Performance - Xiangxin Technology specializes in precision stamping molds and metal structural components, focusing on automation and intelligence to provide solutions for the automotive, power battery, and communication industries [1] - In 2022, the company achieved a revenue of CNY 4.29 billion, with a net profit of CNY 255 million, successfully meeting its revenue and profit targets [1] - Revenue from precision stamping molds and metal structural components for new energy vehicles reached CNY 2.56 billion, accounting for 60% of total revenue; revenue from energy storage equipment components was CNY 535 million, making up 12.5% of total revenue [1][2] - In Q1 2023, the company reported revenue of CNY 1.15 billion and a net profit of CNY 82.05 million, with a year-on-year revenue growth of 52.71% and a net profit margin increase of 140% [2] Group 2: Market Opportunities and Orders - The company received project intention letters in Q1 2023, with a total expected project value of CNY 14.9-15.1 billion, covering sectors such as new energy vehicles, power batteries, and photovoltaic inverters [2] - The rapid growth of the new energy market is expected to drive growth in the upstream supply chain, presenting significant opportunities for the company [2] Group 3: Production and Technology - The company primarily utilizes stamping technology, which is more efficient and cost-effective compared to other metal forming techniques [3] - Xiangxin Technology has established a joint research center with South China University of Technology to enhance its innovation capabilities in the new energy battery sector [3][4] - The company aims to become a core supplier for clients by providing integrated and platform-based products [4] Group 4: Future Outlook - The company's development strategy focuses on embracing new energy sectors, including electric vehicles, power batteries, photovoltaic inverters, and energy storage [4] - The transition towards electrification, intelligence, connectivity, and digitalization in the automotive industry presents vast development space and market opportunities, particularly for leading companies in the automotive mold and component sector [4]