四会富仕(300852) - 2022年10月27日投资者关系活动记录表

Group 1: Financial Performance - The company's revenue for the first three quarters of 2022 reached 8.82 billion CNY, representing a year-on-year growth of 16.96% [1] - The net profit attributable to shareholders was 1.59 billion CNY, with a year-on-year increase of 4.15%, resulting in a profit of 6,130.5 million CNY, up by 6.59% [1] - Earnings per share stood at 1.56 CNY, showing a steady increase [1] Group 2: Market Conditions and Challenges - The PCB industry is significantly influenced by the economic environment, with demand from downstream customers weakening due to repeated domestic and international pandemic impacts and geopolitical conflicts [2] - The company focuses on high-stability and high-quality customers, despite a slowdown in growth in the industrial control sector [2] Group 3: Product Segmentation and Growth Areas - Industrial control and automotive electronics account for approximately 80% of the company's revenue, with industrial control growth lagging behind automotive electronics due to component shortages [2] - New products in the photovoltaic sector contributed about 3% to revenue in the first three quarters [2] Group 4: Customer Base and Market Expansion - The growth in automotive electronics is primarily driven by domestic new energy vehicle clients, with increasing demand for advanced driver-assistance systems (ADAS) [2] - The company has established a joint venture in Japan to expand its PCB market presence and actively participates in local electronics exhibitions to strengthen its influence [2] Group 5: Production Capacity and Utilization - The overall capacity utilization rate is between 70%-80%, with higher utilization in the first three phases of factories focusing on small to medium batch products [2] - Future improvements in operational metrics are expected as the capacity of the fourth-phase factory ramps up [2]