Yonggui(SZ:300351)2022-12-07 09:06Group 1: Company Overview - The company is involved in various sectors including new energy, rail transportation, military, oil explosion-proof, and communications [3][4]. - The company aims to enhance production capacity through various measures [4]. Group 2: Market Demand and Product Delivery - Current market demand for new energy products is high, with supply unable to meet demand [4]. - Most new energy product orders are delivered in a bundled manner [4]. Group 3: Clientele and Pricing - Major clients include Chery, BYD, New Ocean, Wanxiang Electric Vehicle, Yutong Bus, and others, achieving full coverage of domestic manufacturers [4]. - The price of connectors for new energy vehicles varies from several thousand to over ten thousand, depending on the model [4]. Group 4: Sales Performance and Profit Margins - Sales performance for military products last year was approximately 3-4 million, while communications products were lower [5]. - Profit margins for different communication connector products vary, with gross margins around 15%-20% [5]. Group 5: Future Strategies - The company plans to continue acquisitions to expand into new fields and markets [6]. - To address industry competition, the company will increase investment in production equipment and technology integration [6].