Group 1: Company Performance - The overall operating rate of drill bits is approximately 90%, an increase compared to the same period last year [2] - The sales proportion of micro drill bits (0.2mm and below) is around 20%, while the sales proportion of coated drill bits has risen to about 30% [2] Group 2: Production Capacity and Plans - The highest monthly production capacity for CNC tools is approximately 450,000 units, with an operational rate of about 80% since the beginning of the first quarter [3] - The planned production capacity for film products is expected to reach 500,000 square meters per month after the addition of 4 new production lines in the first half of the year [3] Group 3: Factory Development - The Thai factory is currently under renovation, with trial production expected to be delayed to the end of the second quarter of 2024 due to construction progress [2] Group 4: Market Strategy and Product Development - The company aims to stabilize product prices through continuous innovation and optimization of product structure [3] - The company plans to expand its market for external sales equipment, with approximately 70% of the current external sales equipment related to the PCB industry [4] - The company maintains a high level of R&D investment to enhance core competitiveness and ensure sustainable development [4] Group 5: Investor Relations - The investor relations activities were conducted from February 1, 2024, to March 15, 2024, through online and offline meetings [2] - A list of participating investment institutions is provided, indicating a diverse range of investors involved in the activities [5][6]
鼎泰高科(301377) - 2024年3月15日投资者关系活动记录表