Group 1: Company Overview and Investment Value - The company serves clients in rapidly developing domestic and international sectors, supporting continuous growth [3] - In 2021, R&D investment reached CNY 27.87 million, accounting for 7.24% of revenue, a 90.26% increase year-on-year [3] - The company holds 135 authorized patents in the domestic fuse market, maintaining a leading position in core technology patents [3] Group 2: Production and Market Performance - The company reported normal production operations, with adherence to information disclosure requirements [3] - In 2019, the company's products captured 55% of the domestic electric vehicle market share [5] - The price of fuses for electric vehicles varies significantly, ranging from hundreds to thousands of CNY depending on the vehicle type [5] Group 3: Challenges and Strategic Responses - The company anticipates delays in product delivery due to COVID-19 lockdowns, which may impact Q2 performance [5] - The company is focused on talent acquisition for R&D, utilizing both experienced hires and fresh graduates [5] - Rising raw material costs, particularly for silver and copper, have affected gross margins, but the company is implementing cost control measures [6] Group 4: Competitive Landscape - The company views competition in the incentive fuse market as an opportunity for growth and innovation [5] - The company emphasizes its commitment to customer service and understanding market demands as key drivers for maintaining market share [6]
中熔电气(301031) - 2021年度网上业绩说明会投资者关系活动记录表