Workflow
奕东电子(301123) - 奕东电子调研活动信息
YD ElectronicYD Electronic(SZ:301123)2022-11-17 14:34

Group 1: Company Overview and Business Model - The company has a unique competitive advantage based on its leading precision mold design and manufacturing technology, providing comprehensive manufacturing services tailored to customer needs [2][3] - The multi-category business model enhances the company's resilience against economic fluctuations, as different product lines complement each other [3][4] - Management operates through a divisional structure, allowing teams to autonomously manage their operations while aligning with the company's strategic direction [3] Group 2: Future Development Focus - The company will focus on developing products related to automotive, new energy, and communication sectors over the next three years, including precision components for power battery management systems and automotive connectors [3][4] - The rapid growth of the new energy sector, particularly in electric vehicles, presents significant opportunities for the company's power battery management system products [4] Group 3: Product Lines and Clientele - The company serves well-known clients in the connector market, such as Amphenol and Molex, and aims to deepen product offerings in the new energy and automotive sectors [4] - The LED backlight module is a key area of development, particularly for automotive applications, driven by the increasing demand in the electric vehicle market [4]