精研科技(300709) - 精研科技调研活动信息

Financial Performance - In the first three quarters of 2022, the company achieved operating revenue of 1.968 billion, a 7.80% increase compared to 1.826 billion in the same period last year [3] - The net profit attributable to shareholders reached 151 million, up 11.24% from 136 million last year [3] - The net profit after deducting non-recurring gains and losses was 132 million, a 22.39% increase from 108 million last year [3] - In Q3 2022, the company reported operating revenue of 968 million, a 14.61% increase from 845 million in Q3 2021 [3] - The net profit attributable to shareholders in Q3 was 122 million, up 9.34% from 112 million in the same quarter last year [3] Market Outlook - The company anticipates continued interest in foldable smartphones, with various brands launching multiple models to capture market share [4] - The MIM (Metal Injection Molding) components for foldable smartphone hinges are expected to see increased demand as brands seek to enhance their designs [4] - The competitive landscape in the MIM industry is not expected to change significantly due to the complexity of expanding production capabilities [4] Product Development - The company is actively engaged in R&D for MIM components and hinges for foldable smartphones, collaborating with various terminal clients [4] - The average value of MIM components in foldable smartphone hinges is projected to decrease as manufacturers shift to more cost-effective designs [5] - The company claims advantages in precision and material requirements for MIM components, which are critical for the performance of foldable smartphone hinges [5] Strategic Initiatives - The company is exploring opportunities in emerging fields such as AR and VR, although current involvement is limited [6] - The acquisition of Ruidian Precision is aimed at expanding capabilities in precision plastic components, complementing the existing MIM business [6] - The integration of MIM and precision plastic capabilities is expected to enhance the company's offerings in the automotive sector, particularly in electric vehicles [7] Financial Liabilities - The company is in the process of recovering outstanding payments related to a previous acquisition, with 730,000 already repaid and further payments being pursued [7]