Group 1: Company Overview - The company is Jiangsu Tongling Electric Co., Ltd., with stock code 301168 and abbreviation Tongling Co. [1] - The meeting took place on July 12, 2022, from 9:30 to 10:30 in the company's conference room [2]. Group 2: Product Information - The company has obtained patents in China, Japan, and the USA, indicating a strong focus on intellectual property protection [2]. - The chip junction box accounts for 20% of total sales in the first quarter, with plans for gradual increase [3]. - By the end of the year, the expected proportion of chip junction boxes is projected to be around 30%-40% [3]. Group 3: Production Capacity and Costs - Current monthly production capacity is approximately 5 million sets, with ongoing automation upgrades to enhance capacity [3]. - The average selling price of the junction box is around 21-22 RMB, with raw material costs accounting for 80%-85% of total costs [3]. - A complete switch to self-supplied cables is estimated to improve gross margin by about 3 percentage points [4]. Group 4: Market Strategy - The company does not plan to use price as a primary strategy to gain market share, focusing instead on product, technology, and service leadership [3]. - The company is the only A-share listed company primarily engaged in junction boxes, aiming to strengthen its market position [3].
通灵股份(301168) - 2022年7月12日投资者关系活动记录表