Ningbo KBE Electrical Technology (SZ:300863)2023-01-11 09:42Group 1: Company Overview - The company is Ningbo Kabeiyi Electric Technology Co., Ltd. [2] - The bond code is 123134, and the bond abbreviation is Kabei Convertible Bond [1] Group 2: Investor Meeting Details - The investor meeting took place on January 10, 2023, in a physical format [2] - Key attendees included Vice General Manager and Board Secretary Qin Ci, and Securities Affairs Representative Xiao Shuyue [2] - Participating institutions included Fangzheng Securities, Debang Fund, Yuanshi Investment, Hexi Investment, Guohai Securities, and Heyuan Fund [3] Group 3: Key Discussion Points - The automotive cable and harness industries are distinct, with clear market segmentation, making it difficult for harness manufacturers to penetrate the cable sector [4][5] - The increase in net profit for 2023 will come from both new customers and growth in existing customer shares [5] - Tesla's price reduction may boost its sales volume, indirectly increasing the demand for automotive cables, but the cost of cables in a vehicle is relatively low, minimizing the price impact [6]