Company Overview - Demais Precision Technology Co., Ltd. is a leading company in the domestic precision shaft and precision cutting parts market, focusing on precision component processing since its establishment [2] - The company has established long-term stable partnerships with several globally renowned automotive parts suppliers, with products sold in North America, Europe, Japan, and other regions [2] Recent Business Performance - As of the 2023 semi-annual report, Demais reported operating revenue of CNY 178.83 million, a year-on-year increase of 10.3%; net profit excluding non-recurring items was CNY 16.82 million, up 13.45% year-on-year [3] - The company has a backlog of orders amounting to CNY 206.56 million, with CNY 70.54 million (36.33%) allocated for new energy vehicle projects [3] Market Position and Share - The company estimates its market share for EPS steering shafts at approximately 6% globally and about 22% in the Chinese market, based on production data [4] Industry Outlook - The automotive industry is undergoing significant changes, with a shift towards new energy vehicles and increased competition affecting profitability [3] - The company anticipates a new development phase in the automotive sector post-industry reshuffling, focusing on technological accumulation and innovation [3] Future Development Plans - Demais plans to enhance its product development in new energy vehicles, including hydrogen energy vehicles, and expand into new fields such as robotics and industrial products [4][5] - The company aims to build a matrix organizational structure based on project management to improve efficiency and customer development [4] Strategic Partnerships and Product Expansion - The company has signed framework agreements with major automotive manufacturers, expanding its product range from automotive parts to components, thereby enhancing its competitive strength [5] - Demais is committed to strengthening its technology reserves and product offerings in the robotics sector while continuing to develop existing business lines [5]
德迈仕(301007) - 2023年11月10日投资者关系活动记录表