宏达电子(300726) - 2020年11月12日投资者关系活动记录表

Group 1: Company Performance and Market Position - The company expects stable order growth in Q4, primarily driven by the high-reliability market, with tantalum capacitors as the main revenue source [3] - The aerospace sector remains the largest customer, while the fastest growth is observed in the aerospace field [3][4] - The company aims to maintain its leading position in the tantalum capacitor market while focusing on expanding MLCC, SLCC, and power module products [5] Group 2: Product Development and Competitive Edge - The company has been developing MLCC products since 2014, targeting the high-reliability market, and has seen significant growth in recent years [4] - New subsidiaries have shown notable performance growth, particularly in high-reliability fields, contributing to the company's ongoing development [4] - The company plans to leverage its existing advantages in qualifications, R&D, and marketing to enhance market share in high-reliability sectors [5] Group 3: Future Strategies and Market Opportunities - The company is committed to increasing investment in new products and expanding production capacity to improve market competitiveness [4][5] - There is a focus on enhancing technological capabilities and production consistency to meet market demands [5] - The goal is to evolve into a diversified group capable of providing comprehensive electronic component solutions [5]