LZJT(SZ:300428)2023-10-09 10:32Group 1: Investor Meeting Overview - The investor meeting was held on October 9, 2023, with 103 participating institutions [1] - The meeting was conducted in an online format, featuring company executives including Vice President and Board Secretary Li Zhiguo [2] Group 2: Company Innovations and Market Position - The company has achieved breakthroughs in the technology of integrated large die-casting aluminum alloy materials, leading the domestic market in non-heat-treated alloy production [5] - The company has developed a series of low-carbon, high-performance non-heat-treated alloy materials, enhancing its competitive edge in the market [5] - The company maintains a leading position in the recycled casting aluminum alloy sector, with ongoing advancements in high-end materials [6] Group 3: Market Development and Opportunities - The company is actively expanding its market for non-heat-treated alloys, leveraging existing relationships with new energy vehicle manufacturers [5] - Future market opportunities are anticipated as integrated die-casting applications increase, particularly in the new energy vehicle sector [5] - The company is enhancing its global presence by establishing production facilities in Mexico and Thailand to meet growing demand in North America [8] Group 4: Product Applications and Collaborations - New aluminum alloy materials are being applied in various components for new energy vehicles, including battery packs and chassis parts [7] - The company has successfully supplied high thermal conductivity aluminum alloy materials to major electronic manufacturers, improving production efficiency [7] - Collaborations with technology companies are being strengthened to meet diverse customer needs in the automotive sector [5]