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领益智造(002600) - 2024年5月30日投资者关系活动记录表
002600LY iTECH(002600)2024-05-30 10:26

Business Performance - AI terminal and communication business achieved revenue of 30.687 billion CNY with a gross margin of 21.62% [2] - Automotive business revenue reached 1.697 billion CNY, a year-on-year increase of 43.61% [2] - Photovoltaic and energy storage business revenue was 1.555 billion CNY, up 29.89% year-on-year [2] - Q1 2024 revenue was 9.799 billion CNY, a 35.83% increase year-on-year, but net profit attributable to shareholders decreased by 28.72% to 461 million CNY [3] Product and Technology Development - The company has developed stainless steel VC products that have replaced copper VC as the main product for many customers [4] - Carbon fiber structural components with high strength, low density, and excellent conductivity and heat dissipation have entered the foldable phone industry [4] - R&D investment exceeded 1.8 billion CNY in 2023, accounting for about 6% of revenue, with a cumulative R&D investment of approximately 6 billion CNY over three years [4] Market and Industry Trends - The global new energy vehicle market continues to grow, driving significant revenue growth in the company's automotive business [2] - Photovoltaic micro-inverters, with high conversion efficiency and strong safety, are mainly used in residential and commercial electricity in North America and Europe [3] - AI technology is expected to drive upgrades in terminal products and hardware components, creating new development opportunities for the industry [3] Strategic Positioning - The company is a one-stop intelligent manufacturer covering upstream raw materials, midstream precision functional components, and downstream markets such as terminal and communication products, new energy vehicles, and photovoltaic energy storage [5] - The company has reached world-class levels in production technology, product quality, and comprehensive operational efficiency [5]