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中熔电气(301031) - 西安中熔电气股份有限公司2023年2月28日投资者关系活动记录表

Group 1: Product Development and Market Positioning - The company plans to increase R&D investment in response to future industry trends such as intelligence, modularity, integration, compactness, and lightweight design [1] - The company anticipates that incentive fuses will see increasing application in the new energy vehicle sector due to their proactive protection features [1] - Each vehicle manufacturer has different protection system solutions, with some not using traditional fuses and others requiring a combination of both types [1] Group 2: Technical Barriers and Competitive Strategy - The core technical barriers in the fuse industry include high reliability and consistency requirements, which test the overall performance of fuses under various operating conditions [1] - The company emphasizes providing comprehensive services to customers, focusing on product reliability and consistency rather than competing primarily on price [2] - The company has begun establishing subsidiaries overseas to better respond to international customers and share domestic experiences and achievements [2] Group 3: Talent Acquisition and Company Direction - The company's operational direction and goals are aligned with societal, industry, and company development needs, with a focus on expanding talent reserves to meet increasing customer demands [2] - The company is actively cultivating backup talent while attracting existing industry professionals to ensure long-term development [2]