四会富仕(300852) - 2022年9月22日四会富仕投资者关系活动记录表

Group 1: Company Performance - The company achieved a revenue growth of 25% in the first half of the year and a net profit growth of 16% [4] - The company maintains a good production operation status, with a strong customer stickiness and risk resistance [4][5] Group 2: Market Conditions - The company’s downstream customers are primarily concentrated in industrial control and automotive electronics, accounting for approximately 80% of total revenue [4][6] - The current economic situation is challenging, with geopolitical tensions and the pandemic impacting commodity prices negatively [4] Group 3: Currency Impact - The company’s foreign sales account for about 60%, primarily settled in USD, which means fluctuations in the RMB/USD exchange rate can significantly affect operating performance [6] - The depreciation of the RMB is expected to have a positive impact on the company's performance [4][6] Group 4: Production Capacity - The company reports a good overall capacity utilization rate, with recent trends in copper prices positively affecting cost and gross margin recovery [5][6] - The company is actively expanding both domestic and overseas markets to accumulate more high-quality customers [4]