Group 1: Financial Performance - In 2022, the revenue from the side decorative systems and front/rear protection systems experienced a decline due to factors such as customer destocking and weak consumption in major overseas markets like North America [2][3] - The gross margin of the intelligent cockpit control systems and roof loading systems decreased, primarily due to the low production volume and high initial investment in the mainframe factory business [3][4] Group 2: Product Segmentation - In 2022, the intelligent cockpit business comprised approximately 30% from OEM (Original Equipment Manufacturer) and 70% from the aftermarket [3][4] - The price differences between OEM and aftermarket products are significant, with expectations for an increase in the OEM share as projects move into mass production [3][4] Group 3: Competitive Advantages - The company has nearly 10 years of experience in the automotive aftermarket, which has led to a strong technical foundation and product iteration capabilities [3][4] - The company has established patent barriers in key categories such as electric tailgates and electric pedals, enhancing its core competitive capabilities [4] - The company possesses comprehensive system integration capabilities, including design, technical implementation, and software development [4] Group 4: Acquisition Impact - Since the acquisition of Weijie Automotive, the company has successfully met performance commitments for two consecutive years, exceeding expectations [4] - Weijie Automotive has demonstrated strong capabilities in cost control, product quality, and customer selection, leading to an increase in business share with key OEM clients [4]
东箭科技(300978) - 2023年4月23日投资者关系活动记录表