致尚科技(301486) - 2024年6月4日致尚科技投资者关系活动记录表

Group 1: Company Overview and Product Structure - The main products of the company include game console components, electronic connectors, fiber optic connectors, and automation equipment, covering various fields such as consumer electronics, communication electronics, and automotive electronics [1] - In 2023, the company's total revenue was ¥501,954,837.58, with game console components generating ¥252,774,437.51 (50.36%), connectors generating ¥190,360,026.10 (37.92%), precision manufacturing and other businesses generating ¥44,163,458.37 (8.80%), and other businesses generating ¥14,656,915.60 (2.92%) [1] Group 2: Future Development Strategies - The company plans to enhance its game console components business by collaborating with key customers on product development and increasing R&D investment to meet existing customer demands [2] - In the optical communication sector, the company operates three manufacturing bases and is currently experiencing strong market demand, with all production bases operating at full capacity [2] - The precision manufacturing sector includes automation equipment for the 3C electronics industry, and the company aims to leverage shared technology and customer resources with its newly acquired subsidiary [2] Group 3: Production Capacity and Market Demand - The company has plans to expand production capacity in the optical communication field based on market demand, with the "5G component expansion project" being one of its fundraising projects [3] - The production capacity for the MT connector is approximately 12 million pieces per month, with production adjustments made according to market demand [3] Group 4: Profit Margins and Competitive Advantage - The gross margins for the company's main products are stable, with game console components at 39.10%, connectors at 29.09%, and precision manufacturing at 22.86% [3] - The company aims to strengthen its competitive advantages in game console components, electronic connectors, optical communication, and precision manufacturing, while increasing technological innovation and production efficiency [3]