Group 1: Company Overview and Market Position - The company focuses on the telecommunications sector, with a significant emphasis on 5G technology, which is projected to exceed 12.5% of global mobile users by 2028 [1] - The company’s products in the telecommunications field include features such as heat dissipation, signal shielding, and lightweight design, which are essential for various environmental conditions [1] Group 2: Automotive Sector Insights - Revenue from new energy vehicles (NEVs) constitutes a higher proportion of the automotive business compared to traditional vehicles, with expectations for the latter's revenue share to decline further [2] - The company aims to enhance its core customer services in the NEV sector through continuous investment in technology research and development, product quality assurance, and capacity improvement [2] Group 3: Financial Performance and Strategy - The company is actively working on improving its gross margin and profit margin by benchmarking against leading companies in the industry and exploring various methods to enhance management efficiency [2] - The company has initiated overseas factory investments as part of its global strategic layout to expand its international market presence and competitiveness [2] Group 4: Pricing and Contractual Agreements - The company maintains annual contracts with automotive clients, ensuring normal fulfillment despite price reductions from vehicle manufacturers [2]
美利信(301307) - 2023年6月20日投资者关系活动记录表