TARRY(SZ:300976)2023-11-07 14:24Group 1: Company Overview and Strategic Focus - The company focuses on consumer electronics and new energy sectors, aiming to expand market share, enhance capabilities, stabilize growth, and seek breakthroughs in 2023 [2][4]. - The company has a 20-year history in the consumer electronics field, leveraging its expertise in key components and automation equipment to provide integrated solutions [3][4]. Group 2: Business Performance and Market Outlook - The company's revenue contribution from the new energy business is currently between 30% and 40% [5]. - The company anticipates a gradual recovery in the consumer electronics market, particularly in the second half of the year, which is traditionally a peak season [4][5]. Group 3: Client Relationships and Market Position - The company maintains strong relationships with major clients, which is crucial for enhancing internal capabilities and meeting stringent supplier standards [3][4]. - The company has successfully entered the supply chains of notable industry players such as BYD and CATL, expanding its product applications in new energy vehicles [5]. Group 4: Future Opportunities and Innovations - The company sees potential growth in AR/VR technologies as they evolve, although it expects this to be a gradual process rather than an explosive growth [4]. - The company is actively exploring structural opportunities in the consumer electronics sector, particularly through innovative applications and new product developments [4].