欧陆通(300870) - 2023年1月9日投资者关系活动记录表

Financial Performance - The revenue for the first three quarters was 1.977 billion CNY, representing a year-on-year increase of 6.94% [2] - The revenue for the third quarter was 616 million CNY, with high growth in mid-to-high-end power product sales [2] - The gross profit margin for the first three quarters was 16.04%, an increase of 0.09 percentage points year-on-year [3] - The gross profit margin for the third quarter was 18.68%, an increase of 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%, up 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] - The operating net profit, excluding stock incentive expenses, was 90.43 million CNY, with a net profit margin of 4.57% [3] - The net profit for the third quarter was 35.14 million CNY, a year-on-year increase of 5.56% and a quarter-on-quarter increase of 1.23% [3] Product Development and Strategy - The company has launched several charging module products, including 75KW ACDC liquid-cooled modules and 63KW DCDC liquid-cooled modules, designed with silicon carbide technology [4] - The server power supply business has shown significant revenue growth and is now the second-largest revenue contributor, with improved gross margins [4] - Future plans include focusing on high power density and high conversion efficiency products to meet the growing demand in data centers and domestic substitution needs [4] - The company aims to enhance its R&D capabilities and expand its product offerings in smart home, new consumer electronics, data centers, and electric transportation sectors [5] Market Position and Customer Engagement - The company is recognized as a leading domestic brand in the switch power supply industry, continuously improving R&D capabilities and exploring new business areas [5] - The charging module business is being actively promoted, with a focus on customized solutions to meet customer demands and enhance service quality [5]