欧陆通(300870) - 2023年2月6日-2月8日投资者关系活动记录表

Financial Performance - In the first three quarters of 2022, the operating revenue was 1.977 billion CNY, a year-on-year increase of 6.94% [2] - The gross profit margin for the first three quarters was 16.04%, an increase of 0.09 percentage points year-on-year [2] - The gross profit margin for Q3 was 18.68%, up 3.66 percentage points year-on-year and 2.78 percentage points quarter-on-quarter [3] - Total expenses for the first three quarters amounted to 274 million CNY, with an expense ratio of 13.85%, an increase of 3.75 percentage points year-on-year [3] - Net profit for the first three quarters was 40.43 million CNY, with a net profit margin of 2.04% [3] - Q3 net profit reached 35.14 million CNY, a year-on-year increase of 5.56% and a quarter-on-quarter increase of 1.23% [3] Business Operations - The company has a global production layout with factories in Shenzhen, Dongguan, and Ganzhou in China, and a factory in Vietnam [4] - The server power supply business has become the second-largest revenue contributor, with significant growth in income and improved gross margins [5] - The company is actively expanding its charging module business, focusing on customized solutions to meet market demands [4] Market Position and Strategy - The company’s server power supply products are used in data centers and are recognized for their quality and responsiveness, covering a power range from 60W to 4,000W [4] - The company has established a strong brand presence and customer reputation in the power adapter market, which it entered in 2004 [5][6] - Future plans include enhancing product types and technology in the server power supply sector to meet the growing demand for high power density and efficiency [5]