Group 1: Company Overview - The company is Jiangsu Tongling Electric Appliance Co., Ltd., with stock code 301168 and abbreviation Tongling Co. [1] Group 2: Production Capacity - The company's production capacity in 2021 was approximately 50 million sets, showing a year-on-year increase [2] - The effective monthly production capacity is around 5 million sets [3] - By the end of 2022, the production capacity is expected to increase based on the completion of technical transformation projects and automation upgrades [2] Group 3: Market Demand and Pricing - Despite rising raw material costs, the overall market demand remains optimistic, with the government increasing total installed capacity [2] - The price of products has been adjusted due to high raw material costs, but there has been a slight decrease in raw material prices recently [3] - The market share of the company was approximately 12.07% in 2020 and 14.68% in 2021, with a target to reach an annual production of 45 million chip junction boxes in the next three years [3] Group 4: Product Customization and Clientele - The junction boxes are non-standard products, customized according to client performance requirements [2] - The top five clients account for approximately 75%-85% of the company's total shipments [3] Group 5: Future Developments - The company is exploring new customer acquisition for interconnection harnesses, although growth has slowed due to overseas pandemic impacts [3] - Currently, the company does not have the capability to develop chips independently and relies on customized procurement from chip suppliers [4]
通灵股份(301168) - 2022年6月29日投资者关系活动记录表