Group 1: Overseas Market Expansion - In 2024, the company plans to increase investment in overseas market development, focusing on key markets and channel customers to promote high-quality growth in overseas business [1] - Current overseas market distribution includes Southeast Asia, India, the Middle East, Africa, and the CIS [1] Group 2: Profit Margin Analysis - In 2023, the gross margin for general frequency converters was 39.37%, an increase of 5.57% from the previous year [1] - The gross margin for integrated special machines was 33.56%, up by 5.89% [1] - The gross margin for servo systems was 22.52%, an increase of 4.27% [1] - The improvements in gross margins are attributed to technological innovation, increased R&D investment, and cost control measures [1] Group 3: Product Pricing Trends - In 2023, the average price of the company's products showed a slight decline due to decreased sales of higher-priced integrated special machines and an increase in the proportion of low-power products [2] - Product pricing is dynamically adjusted based on raw material costs, market competition, and sales strategies [2] Group 4: New Industry Development - The company is actively expanding into emerging industries such as photovoltaics, lithium batteries, and the new energy sector [2] - In 2024, the company will focus on key planned industries and promote business through project-based approaches [2] Group 5: New Product Sales and Future Planning - Current sales of new products, including motion controllers and PLCs, are in the active promotion stage [2] - In 2024, the company will focus on continuous technological upgrades and product iterations in the industrial automation field, particularly for frequency converters, servo systems, and integrated special machines [2] - The company aims to enhance product variety and application scenarios in the energy storage solutions and key components for the new energy sector [2]
正弦电气(688395) - 投资者关系活动记录表(2024年5月24日)