Group 1: Market Overview - The North American automotive aftermarket modification market has shown steady growth, with a market size reaching $50.9 billion in 2021, an increase of 6.3% from the previous year, and is projected to reach $58 billion by 2025 [2] - The Australian aftermarket modification market is also mature, with stable revenue growth among peers like ARB, BAP, and GUD [2] Group 2: Company Sales and Revenue - The overseas market accounts for approximately 70-80% of the company's modification product sales, contributing about 50% to the overall company revenue [2][3] - North America represents around 70% of the company's overseas sales [3] Group 3: Partnerships and Collaborations - The company has secured projects with BYD for smart cockpit products, including fixed and electric pedal systems, and supplies luggage rack systems for BYD's Song series [3] - The company is also a supplier for Chery, providing products such as luggage racks and spare tire covers [3] Group 4: Future Development Strategies - The company plans to focus on product, customer, and model aspects in the electric smart category, aiming to reduce costs and improve operational efficiency [3] - Key product focus areas include electric tailgates, front and rear opening systems, and electric side doors [3]
东箭科技(300978) - 2023年6月7日投资者关系活动记录表