Group 1: Business Overview - Dongjian Technology has established key clients in the intelligent cockpit sector, including major automotive manufacturers such as GAC Aion, BYD, and SAIC Group [2] - The company has 13 designated projects for electric side doors, representing approximately 50% of known projects in the market [2][3] - The total number of R&D personnel is around 400, with 40%-50% focused on intelligent cockpit technology [3] Group 2: Product Development and Strategy - The company is focusing on core products in the intelligent cockpit sector, with plans to expand market share and achieve scale production [3] - New product research includes electric tailgates and hidden door handles, with some projects already in technical discussions [3] - The company aims to transition from technology leadership to cost leadership as production scales up [3] Group 3: Market Performance and Sales - Dongjian Technology's overseas sales are stable, generating approximately 1 billion annually, with North America accounting for about 70% of this revenue [3][4] - The company is exploring opportunities in the overseas modification market, which is characterized by high margins and diverse product categories [4] Group 4: Management and Corporate Strategy - The management team emphasizes a stable and focused approach to long-term development, with a high level of loyalty among middle management due to employee stock ownership plans [4] - There are currently no plans for a second-generation succession within the management team [4]
东箭科技(300978) - 2023年3月17日投资者关系活动记录表