Group 1: Company Performance and Stock Price Concerns - The company has been facing a persistent decline in stock price, which is currently below the IPO price, indicating a need for strategic planning to improve future performance [1] - In the first half of 2023, the company experienced a year-on-year decline in operating income, gross margin, and net profit due to insufficient market demand and intensified industry competition [2] - The company acknowledges that its IPO pricing was higher than the average P/E ratio of comparable companies, and it is closely monitoring stock price trends to formulate response measures [2] Group 2: Strategic Measures and Future Plans - The company plans to expand production capacity, broaden its quality customer base, and optimize product structure to enhance operational performance [1] - Efforts are being made to develop high-quality end customers, optimize orders and product structures, and reduce costs to seek improvements in business conditions [2] - The company is open to potential mergers and acquisitions in the future, with a commitment to disclose relevant information as required [2] Group 3: Market and Economic Influences - The stock price is influenced by various factors, including macroeconomic fluctuations, industry conditions, market sentiment, and shareholder actions [2] - Despite short-term volatility and uncertainty in the PCB industry due to macroeconomic and political factors, the long-term growth trend remains positive [2]
金禄电子(301282) - 2023年9月19日投资者关系活动记录表