Sino Wealth(SZ:300327)2022-12-08 03:16Group 1: Company Overview - The company focuses on chips for home appliances, with approximately 50% of the major appliance market in mainland China [2] - The company’s MCU products are primarily used in IoT and wearable applications, with a shift towards 32-bit cores for more complex applications [2][3] Group 2: Financial Performance - The gross margin of the company's products has improved due to a shift towards higher-margin products, with the AMOLED chip sales contributing positively [3] - The company does not provide financial forecasts, but its revenue is linked to product application categories and customer demographics [4] Group 3: Market Position and Growth - The company has captured a significant share of the secondary market for lithium battery chips, which is expected to grow rapidly [3] - The company’s products are in the import substitution phase, with ongoing validation from major international laptop manufacturers [3] Group 4: Future Outlook - The company is optimistic about future growth trends, with increasing market share and product applications [4] - The national integrated circuit support fund is expected to benefit the company, particularly in battery management and smart meter sectors [3]