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智迪科技(301503) - 智迪科技调研活动信息
G.TECHG.TECH(SZ:301503)2023-11-15 10:32

Group 1: Company Overview - Zhuhai Zhidi Technology Co., Ltd. specializes in the research, production, and sales of computer peripherals such as keyboards and mice, operating as an ODM enterprise [2] - The company focuses on continuous technological advancements, product line expansion, automation manufacturing, and global marketing [2] - Main application scenarios for products include business office and esports gaming [2] Group 2: Market Outlook - The global personal computer market showed signs of recovery in Q3 2023, positively impacting the computer peripheral industry [3] - The company holds a cautiously optimistic view on market demand for the upcoming year due to improving macroeconomic conditions [3] Group 3: Product Development and Technology - The company is actively innovating and improving product performance to close the technology gap with competitors, particularly in the switch technology for keyboards and mice [3] - The Hall sensor magnetic axis technology offers advantages over competitors, allowing for adjustable switch actuation, which is suitable for high-end gaming applications [3] Group 4: Financial Performance - The company's gross margin is influenced by multiple factors, including product structure, process optimization, and cost fluctuations [3] - Variations in gross margin are primarily driven by changes in product mix and raw material prices, with efforts made to stabilize margins while maintaining competitiveness [3] Group 5: Future Business Strategy - The company aims to deepen cooperation with internationally renowned brands and explore market demands further, focusing on the development of computer peripheral products [3] - There is an emphasis on advancing fundraising projects to support business expansion [3] Group 6: Industry Insights - The PC industry is significantly affected by international economic conditions, with a positive outlook as the market gradually recovers [3] - The fourth quarter is expected to see strong sales in electronic consumer goods, contributing to optimistic projections for the computer peripheral sector [4]