达瑞电子(300976) - 2024年10月22日投资者关系活动记录表
TARRYTARRY(SZ:300976)2024-10-22 23:58

Group 1: Financial Performance - In Q3 2024, the company achieved a revenue of 1,771.84 million yuan, representing a year-on-year growth of 91.54% [2] - The net profit attributable to shareholders, excluding non-recurring items, was 163.10 million yuan, with a year-on-year increase of 412.89% [2] - The company expresses confidence in its overall business performance for 2024 [2] Group 2: Collaboration with Apple - The company currently collaborates with Apple by supplying electronic functional components for Apple products and is a certified supplier for structural components [2] - There is a positive outlook for new business opportunities due to successful deliveries and increased recognition from Apple [2] Group 3: Cost Control Strategies - The company enhances marketing management and adopts a major client strategy to reduce sales costs [2] - Innovations in materials and processes are being pursued to lower costs and improve profit margins [2] - The company emphasizes smart manufacturing and lean management to strengthen cost control [2] Group 4: New Energy Sector Developments - The company has entered the supply chains of leading new energy firms such as CATL and BYD [3] - Focus areas include applications in electric vehicles, energy storage batteries, and photovoltaic storage systems [3] - The company aims to achieve quality growth in its new energy business by providing high-quality products and services [3] Group 5: Market Opportunities in XR Technology - The company sees potential growth in the XR (AR/VR/MR) market as technology challenges are resolved and application scenarios expand [3] - Current collaborations on VR products are proceeding normally [3] Group 6: Future Acquisition Plans - The company plans to continue external investments to enhance core competitiveness, focusing on projects that can provide synergies in customer expansion, technological innovation, and cost control [3] Group 7: Organizational Structure Improvements - The company has implemented a divisional structure to improve operational efficiency and enhance core competitiveness [3] - Emphasis is placed on establishing a mechanism for responsibility and authority within divisions to encourage flexibility and market breakthroughs [3] Group 8: Event Details - The investor relations activity took place on October 22, 2024, at the company's conference room [4]

TARRY-达瑞电子(300976) - 2024年10月22日投资者关系活动记录表 - Reportify