阿莱德(301419) - 2023年6月28日投资者关系活动记录表

Group 1: Company Overview - The company, Shanghai Aled Technology Co., Ltd., focuses on EMI and IP protection devices, with sufficient orders and orderly production across various factories [2]. - The company has accumulated 233 patents, including 50 invention patents, showcasing its strong technical capabilities in material modification and preparation processes [3]. Group 2: Industry Insights - The company is optimistic about the future of the communication industry, particularly with the rapid deployment of 5G technology, which has significantly increased network traffic and demand for products like electronic thermal conductive materials [2]. - In 2022, over 4,000 "5G + Industrial Internet" projects were established nationwide, indicating a growing market for smart manufacturing and related applications [3]. Group 3: Product Development and Market Expansion - The company is actively researching new technologies and developing new products to expand into markets such as consumer electronics, new energy, medical devices, and aerospace [3]. - The construction of a production line for 5G communication equipment components is progressing as planned, with the establishment of a precision molding processing center in April 2023 [3]. Group 4: Competitive Advantage - The company has established itself as a core component supplier for major telecom giants like Ericsson, Nokia, Samsung, and ZTE, ensuring a stable customer base [3]. - The company offers customized services and flexible domestic alternatives, providing high cost-performance products to meet diverse customer needs [3]. Group 5: Financial Performance - The company's high gross margin is attributed to industry factors, product structure, and ongoing cost reduction efforts, including optimizing production processes and increasing R&D investment [3].