ZG Lightning Protect(SZ:300414)2023-11-24 08:06Group 1: Company Performance in New Energy Sector - The company provided technical support and customized lightning protection products for new energy equipment, including wind power and photovoltaic systems, achieving a revenue of 39.21 million yuan in the first half of 2023, a year-on-year increase of 122.09% [1] Group 2: Expansion into Non-Lightning Protection Communication Products - In the first half of 2023, the company expanded into non-lightning protection communication products, leveraging its reputation as a quality supplier to enter the market [1] - The company has secured supplier qualifications for magnetic components and RF devices from several international communication equipment manufacturers, achieving bulk sales with industry-leading technical specifications and quality [1] Group 3: Development in 5G and 6G Markets - The company maintained its advantage in lightning protection technology and product quality in the communication sector, with a revenue of 387 million yuan in 2022, a year-on-year increase of 12.62%, and 163 million yuan in the first half of 2023 [2] - The company is conducting preliminary research on lightning protection technologies related to 6G [2] Group 4: International Market Development - The company is actively implementing an international development strategy, focusing on regions with high lightning disaster occurrences, such as Southeast Asia, South America, and Africa, to establish distributors and provide quality after-sales service [3] Group 5: Mergers and Acquisitions Strategy - The company plans to seek high-quality, technologically advanced upstream or peer companies for acquisition or equity cooperation to expand its product range, increase market share, and reduce production costs [3] Group 6: Customer Retention and Market Positioning - The company emphasizes innovation and rapid response to market changes to maintain its position as a supplier for large-scale electronic equipment manufacturers, ensuring product consistency and stability to meet high customer standards [3]