Group 1: Company Overview - The company, Chongqing Meilixin Technology Co., Ltd., has a production capacity of 12,500 tons for molds, with all core products manufactured by its wholly-owned subsidiary, Chongqing Guangcheng Mould Co., Ltd. [1] - The company has been actively involved in the new energy vehicle sector for several years, focusing on new materials, products, and processes to meet industry challenges [2] Group 2: Market and Revenue Insights - In the telecommunications sector, the company primarily offers 5G communication products, with a global penetration rate of less than 20% as of the end of 2022, indicating significant market potential [1] - The revenue share from the telecommunications sector has consistently been slightly higher than that from automotive products, although the automotive market, particularly in new energy vehicles, is expected to grow more rapidly [2] Group 3: Production and Capacity Utilization - The current capacity utilization rate of the company is approximately 75%, influenced by the nature of the industry, with ongoing management optimizations to enhance this rate [2] Group 4: Strategic Decisions and Expansion - The company's factory site selection is strategically based on regional considerations to serve multiple automotive clients, as exemplified by the site choice in Ma'anshan, Anhui [2] - The company is in the process of establishing overseas factories, with announcements made regarding the approval and establishment of new entities [2]
美利信(301307) - 2023年6月13日投资者关系活动记录表