Group 1: Product Development and Market Expansion - The company has achieved mass production of high-precision floating board-to-board connectors with pitches of 0.635mm and 0.8mm, and is actively developing a 0.5mm pitch product [1][5] - The high-precision floating board-to-board connectors are primarily used in laser radar, millimeter-wave radar, and high-end vehicle entertainment systems, with a higher price point compared to standard connectors [1][5] - The company is expanding its automotive connector segment by developing high-frequency and high-speed connectors for new energy vehicles and has successfully engaged with new customers [2][3] Group 2: Capacity and Production Updates - The South China Intelligent Manufacturing Center is expected to be operational by the end of 2023, while the East China center commenced construction in July 2023 [2][4] - The company is not currently outsourcing production due to sufficient orders from downstream customers, and the new manufacturing centers will help alleviate capacity constraints [3][4] - The company anticipates that increased production scale will lead to higher absolute costs, but the cost rate may decrease due to scale effects [4][5] Group 3: Financial Performance and Market Position - The company reported that the social security fund has become the largest circulating shareholder, despite a decline in stock price, which is influenced by various market factors [3][4] - The company has no current plans for stock buybacks, but will disclose any future plans promptly [3][4] - The company is conducting market research for its new factory in Thailand, which aims to meet international customer demands and enhance profitability [4][6] Group 4: Strategic Recommendations and Future Outlook - Investors suggested that the company should consider acquiring related upstream and downstream businesses in the robotics connector field to strengthen its market position [6] - The company is open to evaluating market conditions for potential strategic acquisitions in line with its development needs [6]
维峰电子(301328) - 投资者关系活动记录表（2023年半年度网上业绩说明会）