超达装备(301186) - 2023年9月12日投资者关系活动记录表

Group 1: Company Performance - The company experienced a significant increase in performance in the first half of the year due to the launch of multiple new models, which correlates positively with new orders [2] - The company has shifted focus from low-value molds to high-value molds, resulting in an increase in high-value mold orders [2] Group 2: Customer Relationships - The company maintains strong relationships with major global automotive interior and exterior parts suppliers [3] - The company has a high proportion of collaboration with medium to large vehicle manufacturers, which mitigates potential negative impacts from market concentration [3] Group 3: Market Trends and Opportunities - The company is exploring the battery box business due to its expertise in aluminum processing and the significant domestic demand for automotive battery boxes [4] - Government policies have positively influenced market confidence, leading to better-than-expected automotive consumption this year [4] Group 4: Order Status and Business Outlook - The company reports sufficient orders and normal production operations based on the first half of the year [4] - There is no significant seasonal fluctuation in the company's performance [4] - The company is actively considering equity incentives and will disclose any related plans in a timely manner [4]