Group 1: Financial Performance - The company's overall gross profit margin in Q1 was lower due to a decline in sales volume of interconnection harness products compared to the previous year, but it is expected to improve in Q2 as sales gradually recover [2][3]. - The gross profit margin for the company's interconnection harness products was relatively high last year, contributing to an overall increase in product gross margin [2][3]. - The ideal gross profit margin level is influenced by external market factors and cost reduction strategies to maximize profit margins [4]. Group 2: Product Competitiveness - The chip junction box has a competitive edge over traditional diode junction boxes due to its integrated low-pressure molding technology, which addresses heat dissipation issues and enhances safety for high-power components [3][4]. - The unit cost of chip junction boxes has been decreasing due to increased production volume, with an estimated production of approximately 6.69 million sets in 2021, and further growth expected this year [3][4]. - The acceptance of chip junction boxes by customers may take time due to the need for market validation and quality recognition, despite high current customer acceptance [4][5]. Group 3: Supply Chain and Production - The company maintains stable relationships with its main chip suppliers, with no significant supply shortages anticipated [4]. - The self-supply ratio of cables is currently around 70%, with plans to expand production capacity further [5]. - The copper procurement pricing mechanism is based on long-term supplier relationships and market quotations, with an average inventory turnover cycle of approximately 3 months [5].
通灵股份(301168) - 2022年5月17日投资者关系活动记录表