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通业科技(300960) - 公司2021年度业绩说明会投资者活动记录表

Group 1: Financial Performance - The company's net profit for 2021 decreased by 38.43% compared to the previous year, primarily due to increased employee compensation and social insurance costs, as well as rising raw material costs [4] - The company's revenue also experienced a decline, influenced by external factors such as policies and the pandemic, leading to a slight decrease in overall industry demand [4] Group 2: Operational Challenges - The ongoing pandemic has severely impacted the supply chain, particularly for electronic integrated chips, resulting in increased procurement and labor costs, which in turn reduced the gross profit margin [4] - The company has faced challenges related to rising costs of imported components, especially chips, due to trade tensions, which could affect future operations [6] Group 3: Strategic Initiatives - In 2022, the company plans to increase R&D investment, focusing on technologies such as silicon carbide high-frequency auxiliary inverters and intelligent electrical cabinets [5] - The company aims to enhance communication with investors and improve operational performance to boost investor confidence and stock price [5] Group 4: Future Outlook - Despite short-term challenges, the company anticipates significant growth in the railway equipment and urban rail industries over the next three to five years, supported by macroeconomic policies [4] - The company is currently working on expansion projects, with production expected to reach capacity by 2024 [6]