Group 1: Company Overview and Performance - The company, Shenzhen Minglida Precision Technology Co., Ltd., reported a revenue of 1.838 billion RMB in 2021, with a year-on-year growth of 21.18% [6] - The net profit attributable to the parent company was 139 million RMB, representing a growth of 10.51% [6] - In Q1 2022, the company achieved a revenue of 577 million RMB, a year-on-year increase of 55.70%, and a net profit of 56 million RMB, up 85.48% [7] Group 2: Strategic Development Goals - The company aims to focus on clean energy, particularly photovoltaic, energy storage, new energy vehicles, and new consumer products as strategic development sectors [3][6] - The strategy includes enhancing research and development investments and expanding production capacity to establish a leading advantage in multiple fields [3][6] Group 3: Partnerships and Clientele - The company is a primary supplier for Huawei in the security field and provides solar photovoltaic products to Tesla [3] - It supplies core components for the three-electric system (motor, electronic control, and battery pack) to companies like CATL and BYD [3] Group 4: Market Position and Competitive Advantage - The company holds 22 invention patents, 4 design patents, and 213 utility model patents, showcasing its strong intellectual property portfolio [2] - It emphasizes a one-stop comprehensive service capability in precision structural component manufacturing, leveraging multi-material and multi-forming methods [6] Group 5: Financial Impact and Risk Management - Direct overseas sales account for slightly over 50% of the company's revenue, indicating a significant exposure to foreign exchange fluctuations [3] - The company has mechanisms in place to stabilize stock prices and maintain investor confidence amid market volatility [5][8] Group 6: Future Outlook and Challenges - The company plans to enhance its brand and achieve domestic substitution, aiming for a dual-track development model of precision structural component manufacturing and proprietary brand products [6] - It is actively addressing supply chain challenges due to the pandemic by sourcing domestic materials and diversifying suppliers [10]
铭利达(301268) - 2021年度业绩说明会投资者关系活动记录表