Group 1: Industry Outlook - The company believes that the rapid development of AI technology will revitalize the saturated electronic consumer market, increasing market penetration and coverage for smart terminal products, thereby promoting the growth of the precision structural components industry [3] - According to Counterpoint's Q3 2024 market data, global smartphone sales increased by 2% year-on-year, marking the first growth since Q3 2018 [3] - Motorola achieved its highest smartphone sales ever in Q3 2024, with a market share of 30.8% in the global foldable smartphone market [3] Group 2: Competitive Landscape - The advancement of AI technology and the proliferation of smart terminal products will drive the development of the precision structural components industry, which plays a crucial role in the functionality and user experience of smart devices [3][4] - The company aims to enhance its technology and craftsmanship to meet the personalized needs of downstream customers and maintain a competitive edge in the market [4] Group 3: Market Strategy - The company plans to deepen cooperation with existing clients while actively developing new clients, particularly those in technology innovation, to expand market share and coverage [4] - The company maintains an open and cautious approach towards external mergers and acquisitions, viewing them as a key part of its growth strategy to enter new markets and acquire advanced technologies [4] Group 4: Future Planning - The company will continue to focus on R&D, optimize operations, and strengthen investments in sectors such as new energy vehicles, power batteries, and health technology [4] - There will be increased investment in the Vietnam production base for new product development and automation, while also expanding the international market coverage [4]
格林精密(300968) - 2024年11月28日投资者关系活动记录表