Group 1: Company Overview and Strategy - The company focuses on developing large integrated die-casting technology to enhance production efficiency and safety, aligning with the growth of the new energy vehicle (NEV) market [1] - The company has been investing in R&D for new materials, products, and processes in the NEV sector for several years [1] - The development of large integrated die-casting technology is seen as a proactive measure to better serve customers and provide comprehensive solutions [1] Group 2: Market and Product Development - The company is actively exploring the energy storage sector while continuing to focus on aluminum alloy precision die-casting for 5G communication and NEV markets [2] - The R&D of magnesium alloy die-casting products aims to tap into potential customer markets and enhance core competitiveness [2] - The Anhui Ma'anshan factory is strategically located to meet market demand and will serve as a key base for the company in East China [2] Group 3: Customer Base and Revenue - The company's automotive products primarily target the NEV sector, with plans to strengthen relationships with existing customers and develop new clients in the industry [2] - Revenue from the communication sector is stable, with current orders and deliveries at normal levels, influenced by government-led investments and macroeconomic conditions [2] - The establishment of overseas factories will help the company better serve existing clients and attract new customers in both the automotive and communication sectors [2]
美利信(301307) - 2023年6月28日投资者关系活动记录表