欧陆通(300870) - 2022年7月18日、7月19日投资者关系活动记录表

Financial Performance - In Q1 2022, the company achieved revenue of 621 million CNY, a year-on-year increase of 21.32% [2] - The gross profit for Q1 2022 was 84.33 million CNY, a decrease of 3.62% year-on-year, with a gross margin of 13.59%, down 3.52 percentage points [2] - For the full year 2021, revenue was 2.572 billion CNY, an increase of 23.45% year-on-year, with Q4 2021 revenue reaching a record high of 723 million CNY [2] - The gross margin for 2021 was 15.61%, a decrease of 5.98 percentage points, primarily due to exchange rate fluctuations and increased costs [3] Business Segments Performance - Power adapters generated 1.805 billion CNY in revenue in 2021, up 15.47% year-on-year, with significant growth in office electronic power adapters (34.07%) and security monitoring power adapters (59.97%) [3] - Server power supplies saw revenue of 288 million CNY in 2021, a remarkable increase of 121.60%, with a gross margin of 17.63%, up 0.42 percentage points [3] - Other power supplies generated 471 million CNY in revenue, an increase of 22.97% year-on-year [3] Future Outlook and Strategies - The company plans to increase R&D investment in 2022 to enhance market competitiveness and expand business scale [3] - The company is actively exploring new business areas, including smart home devices and electric vehicle charging equipment, to diversify its product lines [4] - The company aims to manage foreign exchange exposure and reduce the impact of raw material price fluctuations on gross margins [4] Shareholder Engagement - The company has set performance growth targets for the 2022-2024 equity incentive plan, focusing on expanding its market share in power adapters and server power supplies [5] - The company emphasizes maintaining its leading position in R&D technology and brand reputation within the power adapter sector [5]