COTRAN(SZ:300731)2023-05-12 12:16Group 1: Investor Relations Activities - The company conducted investor relations activities on May 11 and May 12, 2023, including specific object research and performance briefings attended by five institutional investors [2] - The annual online performance briefing for 2022 was held on May 11, 2023, with core management and independent directors participating [2][3] - The company received inquiries from investors regarding its business operations and provided detailed responses during the interactions [3] Group 2: Business Performance and Growth - In 2022, the company achieved revenue of 74.24 million yuan in its new energy business, representing a year-on-year growth of 196.36% [4][5] - The company has established nearly twenty project designations for liquid cooling plates, with a typical project lifecycle of around five years [5] - The company plans to achieve a revenue target of 75 million yuan for 2023, focusing on strategic new materials and thermal management solutions in the new energy vehicle sector [8][10] Group 3: Market Position and Clientele - The company’s overseas business revenue for 2022 was 31.56 million yuan, accounting for 6.07% of total revenue [7] - Major clients include Huawei, ZTE, and major battery manufacturers, indicating a strong presence in the telecommunications and new energy sectors [5][6] - The company is recognized for its high-performance polymer waterproof sealing materials, which have received positive feedback from clients [9] Group 4: Future Plans and Development - The company is focusing on expanding its market share in the new energy vehicle and energy storage sectors, leveraging its technological capabilities in thermal management [6][9] - Plans for further fundraising are under consideration, pending shareholder approval [4] - The company aims to enhance its R&D capabilities and product offerings to maintain a competitive edge in the industry [9][10]