Group 1: Company Overview - Jiangxi Weirgao Electronics Co., Ltd. has a revenue distribution in the industrial control sector, accounting for approximately 40% of total revenue, which includes motors, controls, and power supplies [3] - The company is expanding its product line from primary power supplies to secondary power supplies and from industrial control products to automotive electronics [3] Group 2: Financial Performance - The company experienced a slight decline in revenue last year due to a decrease in domestic product prices, despite an overall increase in sales volume [3] - The production capacity in Thailand is expected to be the largest increment for 2024, focusing on automotive electronics and secondary power supplies, with good order expectations [3] Group 3: Production and Capacity - The Thai facility is set to commence production in May 2024, with a higher-end product line positioning [3] - The Jiangxi factory is adding a new high-end board workshop of 10,000 square meters per month, while the Huizhou factory is undergoing technological and process capability upgrades [3] Group 4: Market Impact - The domestic production rate for the second quarter of this year has recovered to 90%, with specific details to be disclosed in the company's periodic reports [3] - Orders from Thailand are expected to positively influence domestic orders, providing a beneficial push [3]
威尔高(301251) - 2024年5月29日投资者关系活动记录表