卡倍亿(300863) - 关于接待投资者调研活动的公告

Group 1: Investor Meeting Overview - The investor meeting took place on November 2, 2022, in a physical format [2] - Attendees included the company's Vice General Manager and Board Secretary, Qin Ci, and Securities Affairs Representative, Xiao Shuyue [2] - Participating institutions included Zhongtai Securities, Ping An Pension, and others, totaling seven institutions [3] Group 2: Key Discussion Points - The company's gross profit margin increased in Q3 due to improved customer structure, higher proportion of high-voltage cables, and a decline in copper prices [4] - Major clients include companies like Aptiv, Yazaki, and others, serving mainstream automotive manufacturers such as Volkswagen, General Motors, and Tesla [5] - High-voltage products currently account for approximately 10% of the company's revenue, with plans for future growth [5] Group 3: Technical Insights - High-voltage cables have higher requirements for insulation materials and shielding performance, resulting in significantly increased value and profit margins compared to traditional cables [6] - Automotive cable manufacturers must obtain certification from vehicle manufacturers to enter the supply chain [6]