Group 1: Company Overview and Financial Performance - The company reported its 2023 annual performance and Q1 2024 results during the investor relations activity [2] - The financial director highlighted the company's focus on core business areas, including communication power supply, new energy power supply, and industrial control power supply [2][3] Group 2: Future Development Strategy - The company's future development strategy emphasizes maintaining a core focus while targeting two markets and breaking into key areas [2] - Plans include nurturing potential markets such as laser power, RF power, and module power [2] Group 3: Server Power Supply Market - The company is actively developing server power supply products, with a research institute established in Shenzhen focused on this area [3] - The Chinese server market is projected to reach $27.34 billion in 2023, with a year-on-year growth of 9.1% [3] - The expected shipment volume for servers in China is approximately 4.4 million units, reflecting a growth of 7.1% [3] Group 4: Charging Pile Market Expansion - The company plans to expand into overseas markets for charging piles, particularly in Europe and Southeast Asia, due to increasing demand for electric vehicle infrastructure [3] - The strategy includes leveraging established overseas channels and enhancing product offerings to meet local standards [3] Group 5: Employee Incentives - Currently, the company has no plans for equity incentives but emphasizes the importance of talent acquisition and development [3][4] - Future equity incentive plans will be considered based on the company's actual situation [3]
中远通(301516) - 2024年06月12日投资者关系活动记录表