兆威机电(003021) - 2024年5月29日投资者关系活动记录表

Group 1: Financial Performance - In 2023, the company achieved a revenue of 1,205.95 million yuan, a year-on-year increase of 4.64% [1] - The net profit for 2023 was 179.92 million yuan, reflecting a year-on-year growth of 19.55% [2] - In Q1 2024, the company reported a revenue of 312.37 million yuan, up 40.65% year-on-year, and a net profit of 55.37 million yuan, which is a 96.04% increase [2] Group 2: Revenue Breakdown by Sector - In 2023, revenue from the smart consumer sector was 281.58 million yuan [2] - The communication sector generated 122.75 million yuan [2] - Revenue from the automotive electronics sector was 633.03 million yuan [2] - The medical and personal care sector contributed 48.58 million yuan [2] - Other sectors accounted for 120.01 million yuan [2] Group 3: Strategic Insights - The significant growth in Q1 2024 was attributed to optimized product sales structure and gradual volume increase in automotive electronics and AR/VR sectors [2] - The company is focusing on precision core components for industrial automation, with products applicable in various fields [3] - The company is exploring overseas markets, particularly in Europe and North America, with established subsidiaries in Germany and the USA [4] Group 4: Product Development and Innovation - The company has developed high-torque DC motors, brushless DC motors, and micro brushless motors, catering to diverse driving needs [3] - The company is actively involved in the humanoid robot industry, collaborating with local universities and enterprises [3] - The company aims to maintain a reasonable gross margin through technological innovation and product structure optimization [4]