欧陆通(300870) - 欧陆通调研活动信息

Group 1: Company Overview - The company primarily engages in the research, development, production, and sales of switch power supply products, including power adapters and server power supplies, which are widely used in various fields such as office electronics, network communication, security monitoring, data centers, power battery equipment, audio, and financial POS terminals [2]. - Future expansion plans include deepening the IDC industry chain and developing high-power battery charger and home appliance charger businesses [2]. Group 2: R&D Team and Investment - As of the first half of 2021, the company had 390 R&D personnel, accounting for 7.88% of the workforce, with a year-on-year growth of 77.27% [3]. - The company has established R&D centers in Shenzhen, Taiwan, the USA, Hangzhou, and Shanghai to better serve customers and enhance brand influence [3]. - The R&D structure includes project R&D and pre-research teams, which help in tracking customer needs and industry trends, ensuring the company remains competitive in technology [3]. Group 3: Performance and Market Position - The company is confident in achieving performance targets set in the equity incentive plan for 2022-2024, focusing on revenue and net profit growth [3]. - The power adapter technology is at an industry-leading level, with a good brand reputation and customer feedback, while the server power supply products cover a power range from 60W to 4,000W, meeting customized demands [3]. Group 4: Capacity and Orders - The company currently has sufficient orders and is increasing production capacity in Shenzhen, Dongguan, Ganzhou, and Vietnam to meet current demand [4]. - The newly purchased land and properties in Shenzhen will be used for R&D, office, business, and management purposes, enhancing overall operational synergy and competitiveness [4].