惠伦晶体(300460) - 惠伦晶体投资者关系活动记录表

Group 1: Company Overview - The company is Guangdong Huilun Crystal Technology Co., Ltd., with stock code 300460 [1] - The meeting took place on September 21, 2023, from 15:00 to 17:00 in the company's sixth-floor conference room [1] Group 2: Production Capacity and Expansion - The company has a combined annual production capacity of over 2 billion units, with the Chongqing facility having slightly higher capacity than the Dongguan facility [4] - The expansion plans in Chongqing are based on market demand and favorable local policies [3] Group 3: Market and Product Insights - The company sees potential in consumer electronics, IoT modules, and automotive electronics as promising market segments [4] - The main products shipped are components, with a focus on TSX thermal crystals and TCXO oscillators, which are expected to see increased demand in high-end smartphones [3] Group 4: Financial Performance and Goals - The company aims to turn a profit by the end of 2023, with a focus on improving gross margins through increased production capacity utilization [4] - The current capacity utilization rate has been improving, which is expected to lower unit costs and enhance profitability [4] Group 5: Challenges and Competitive Landscape - Domestic products face challenges in brand recognition and established relationships with international clients, making it difficult to replace suppliers [3] - There are significant differences between domestic products and Japanese products in high-end applications, which the company aims to address [3]