Tongda Electric(603390)2024-06-27 11:09Group 1: Company Overview - The company is Guangzhou Tongda Automotive Electric Co., Ltd., with stock code 603390 and abbreviation Tongda Electric [1] - The company held an investor relations activity on June 27, 2024, focusing on the performance report for the first quarter of 2024 [2] Group 2: Mobile Medical Business - The company is investing in mobile medical services, driven by national policy support, aging population, and increasing public health awareness [3] - The mobile medical vehicles combine vehicles, medical equipment, and cloud platforms to provide convenient and efficient medical services [3] - The company’s mobile medical vehicles can reach communities, enterprises, schools, and remote areas, enhancing healthcare accessibility [4] Group 3: Intelligent Thermal Management System - The intelligent thermal management system is applicable to various commercial vehicles and construction machinery, improving efficiency and safety while reducing energy consumption [4] - Key components include a DC brushless electronic fan and a DC water pump, both of which are self-developed [4] Group 4: Stock Performance and Market Strategy - The company's stock has experienced significant volatility, and management plans to enhance performance through new product development and market expansion [5] - In 2023, the sales revenue from intelligent instruments and central control screens amounted to approximately 14.13 million yuan, accounting for 2.6% of the company's main business income [5] Group 5: Future Development Strategy - The company aims to increase the proportion of intelligent products in commercial vehicles, promote mobile medical business, and explore new markets such as passenger vehicles [6]