TARRY(300976)2024-09-25 13:52Group 1: Company Overview and Business Performance - The company, Dali Electronics, has seen a recovery in demand for consumer electronics, leading to a rebound in its automation equipment business and growth in direct supply to Apple [2][3]. - The company is currently supplying structural components, specifically fiberglass boards, used in iPad protective cases and other electronic devices [3][4]. - The company has established a diverse product range, including components for smartphones, wearables, and smart home products, with a focus on high-value solutions [3][4]. Group 2: Market Opportunities and Client Relationships - Client recognition of the company's comprehensive capabilities has increased, leading to more opportunities for structural component projects [3]. - The company is actively involved in the R&D process with clients, providing integrated solutions from material selection to mass production [4]. - The company maintains stable orders and is optimistic about future growth, driven by the recovery in the consumer electronics sector and increasing demand in the new energy market [4]. Group 3: Future Outlook and Strategic Goals - The company has set ambitious revenue targets for 2024 as part of its equity incentive plan, aiming to achieve long-term growth while managing current operations [4]. - The controlling shareholder has committed to not reducing their stake below the IPO price for two years following the lifting of restrictions in October 2024 [4].