贝斯特(300580) - 贝斯特调研活动信息

Group 1: Company Overview and Business Focus - The company specializes in industrial fixtures, which are essential for maintaining precision during machining processes, thus meeting high efficiency and accuracy requirements [1][2]. - It has become one of the main suppliers in China's fixture industry, serving high-quality clients including domestic vehicle manufacturers and international machine tool companies [2]. Group 2: Product Development and Market Strategy - The company is expanding its fixture business into the field of industrial intelligent equipment, developing products such as AI defect visual recognition sorting workstations and fully automated intelligent fixtures [2]. - It aims to leverage national strategies promoting "industrial mother machines" and "high-end equipment manufacturing" to increase the domestic production rate of core components [2]. Group 3: Financial Performance and Investment Projects - The convertible bond investment project reached a usable state last year, generating a profit of CNY 9.0954 million in 2022, with an expected annual production capacity of 1.4 million new energy vehicle components and 5.6 million turbocharger core components [2][3]. - The sales revenue from turbocharger components from 2020 to 2022 was CNY 697.37 million, CNY 781.04 million, and CNY 876.77 million, respectively, reflecting a compound annual growth rate of 12.13% [3]. Group 4: Product Range in New Energy Vehicles - The company has expanded its product offerings for pure electric vehicles to include on-board charging modules, drive motor components, and safety components for chassis [3]. - In the hydrogen fuel cell vehicle sector, products include compressor impellers and functional components, while turbocharger core components are used in many mainstream plug-in hybrid and range-extended vehicles [3]. Group 5: Compliance and Information Disclosure - The company adheres to information disclosure regulations, ensuring that all disclosed information is true, accurate, complete, timely, and fair, with no significant undisclosed information leaks [3].