建邦科技(837242) - 投资者关系活动记录表

Group 1: Investor Relations Activities - The company conducted investor relations activities from May 10 to May 31, 2024, at locations including Beijing and Shanghai, as well as online meetings [2] - Participating institutions included various securities firms and funds, with key representatives from the company being the board secretary and a securities representative [2] Group 2: Automotive Electronics Development - The company manages over 300 SKUs in automotive electronics, with more than 100 SKUs already in self-production [3] - The company plans to accelerate product development in areas such as millimeter-wave radar, active grille shutters, pedestrian collision protection systems, and LCD instrument panels [3] - Sales trends for automotive electronics products are positive, benefiting from unique and innovative features in the market [3] Group 3: Overseas Investment and Production - The company has completed the overseas investment filing process for its casting parts project in Thailand, acquiring land of approximately 33.34 acres for a total price of RMB 12.8766 million (64,597,800 THB) [3] - Engineering design and construction activities are set to proceed as planned [3] Group 4: Financial Performance and Cost Management - The company reported a good performance in Q1 2024, but expenses also increased significantly due to various factors, including performance bonuses and increased market research and product development costs [3] - The company aims to maximize sales while minimizing expenses to protect shareholder interests [3] Group 5: SKU Management and Growth Potential - The company manages over 30,000 SKUs, with a structured SKU management system in place to optimize product control and reduce R&D and production costs [4] - There is no theoretical limit to SKU growth, as the domestic automotive parts market has around 50 million SKUs [4] Group 6: Market Demand and Trends - The overseas automotive aftermarket is growing steadily, particularly in the U.S., with an annual growth rate of about 3% [4] - In China, the automotive aftermarket reached RMB 6.3 trillion in 2022, with maintenance and repair accounting for approximately 19% of the market [4] - The independent aftermarket in China is fragmented, with the top five companies holding about 3% of the market share [4] Group 7: Impact of Tariffs and Risk Management - Recent U.S. tariffs primarily affect steel, aluminum, semiconductors, and electric vehicles, with no current impact on the company's non-durable automotive parts [5] - The company plans to enhance its risk resilience by exploring new markets, expanding sales channels, and increasing R&D investment [5] Group 8: Order Fulfillment and Operational Status - The company is experiencing growth in order fulfillment, although production and shipping speeds are currently lagging behind order growth [5] - Efforts are underway to optimize supply chain management and internal processes to address operational bottlenecks [5]