Group 1: Company Performance and Strategy - The company reported a revenue increase but a decrease in profit due to factors such as new base production capacity being in the ramp-up phase, one-time costs from internal base integration, and losses in the LED business [4] - The company is focusing on a dual-driven strategy of "Consumer Electronics + New Energy" as its core business [3] - The company aims to enhance internal management, optimize product structure, and improve capacity utilization to achieve long-term stable development and maximize shareholder value [3] Group 2: Market Position and Product Development - The company is a major player in the touch display module manufacturing sector, with a diverse product line including touch products, LCD modules, and automotive display modules [2] - The company has established a strong competitive position in the consumer electronics and automotive display fields, leveraging years of industry experience and technological accumulation [2] - The company is actively expanding its new energy business, with products including structural components, battery trays, and water-cooling plates, while maintaining confidentiality regarding specific client information [3] Group 3: Research and Development - The company emphasizes research and development, with significant investments aimed at enhancing market position and core competitiveness [2] - The company is committed to continuous innovation and product upgrades, focusing on new technologies and applications [2] Group 4: External Factors and Challenges - The company is monitoring the impact of external factors such as tariffs and sanctions on the PCB industry, particularly in relation to the U.S. market [2] - The company acknowledges the challenges posed by currency fluctuations affecting financial expenses [4]
东山精密(002384) - 投资者关系活动记录表