欧陆通(300870) - 2022年12月15日投资者关系活动记录表

Group 1: Financial Performance - The revenue for the first three quarters of 2022 was 1.977 billion yuan, representing 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 yuan, 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 yuan, with a net profit margin of 2.04% [3] - Q3 net profit reached 35.14 million yuan, a year-on-year increase of 5.56% and a quarter-on-quarter increase of 1.23% [3] Group 2: Business Operations and Strategy - The company has been actively expanding its power adapter business since 2004, covering applications from 3W to 400W across various fields [4] - The company is focusing on high-power density and high-efficiency products in the server power business, which has become the second-largest revenue contributor [4] - The company plans to deepen its market presence in smart home, new consumer electronics, data centers, and electric transportation sectors [4] - Domestic sales in the first half of the year were 630 million yuan, accounting for 46.27%, while overseas sales were 732 million yuan, accounting for 53.73% [5]