Enpower(SZ:300681)2023-10-22 23:18Group 1: Company Performance and Financials - The company's gross profit margin rebounded in Q3 2023 due to improved supply chain management and cost reduction through R&D and technology [1] - The revenue from the company's products has shown continuous improvement, achieving platform switching and optimization in management and fixed costs [1] - The company aims to meet the order demand for 2024 through capacity upgrades and new automated production lines [2] Group 2: Product Development and Market Position - The company is one of the few domestic suppliers with integrated capabilities in both drive and power systems, with its "integrated chip" technology platform nearing completion [1] - The market for integrated power systems in the new energy vehicle sector is expected to reach a scale of hundreds of billions [2] - The company is focusing on building a competitive product system and enhancing collaboration with major manufacturers to create value [2] Group 3: Strategic Partnerships and Future Goals - The company plans to establish a joint venture with Bosch to enhance resource complementarity and expand both domestic and international markets [2] - The company is investing heavily in R&D, core product development, and automation to become a leading supplier in the new energy vehicle power system market [2] - The company aims to become a top-tier supplier for international automotive manufacturers within the next 3-5 years [2]