CDL(300686)2022-12-03 10:14Group 1: Company Performance - In Q1 2019, the company achieved operating revenue of 41,217.47 million RMB, a year-on-year increase of 205.83% [3] - Net profit for Q1 2019 was 4,545.42 million RMB, representing a year-on-year increase of 1,247.58% [3] - The increase in performance is attributed to strong sales of Samsung's S and A series smartphones and the introduction of new orders [4] Group 2: Impact of Trade Relations - The current US-China trade situation has minimal impact on the company, as it maintains long-term cooperative relationships with major clients like Samsung [3] - The company is actively expanding its domestic and international customer base [3] Group 3: Product Advantages - Composite materials offer higher cost-performance compared to glass, with advantages in impact resistance and lightweight properties [4] - Composite materials are easier to process and can achieve diverse designs, while also being cost-effective and efficient in production [4] Group 4: Application Areas and Value - Internal functional components are primarily used in mobile phone screen modules and housings, with an average unit value of 10-15 RMB [5] - External functional components serve protective and guiding roles on mobile phone surfaces, with an average unit value of 4-7 RMB [5] - Structural components, made from PC+PMMA materials, replace traditional glass and metal back covers, with an average unit value of 25-30 RMB [5][6]