Group 1: Company Overview - The company operates in four main business units: electric motor technology, electric module business, fluid technology (including driving vision cleaning systems), and thermal management systems [2][3]. Group 2: Future Growth Sources - The cleaning system business is primarily focused on the domestic market, with significant potential for growth in overseas markets due to a solid foundation in cleaning components [3]. - The product categories in the cleaning system include traditional cleaning systems and ADAS active perception cleaning systems, with the latter offering substantial market value increment potential [3]. Group 3: Customer Structure - The top five customers accounted for 46.98% of the company's total revenue from January to June 2024, indicating a high customer concentration [3]. Group 4: Overseas Factory Progress - The U.S. factory is focused on supporting cleaning system products and synchronizing the development of new products, with some projects entering the ramp-up phase [3]. - The Thai factory is progressing well in equipment debugging and is moving towards customer factory audits before entering the production ramp-up phase [3]. Group 5: Gross Margin Trends - Gross margin fluctuations are influenced by market conditions, business structure, exchange rate changes, and raw material prices, with a long-term focus on maintaining cost advantages and core competitiveness [4].
恒帅股份(300969) - 投资者关系活动记录表