兆威机电(003021) - 2024年12月19日投资者关系活动记录表

Group 1: Company Overview - The company operates in various downstream application fields, focusing on customized solutions and direct sales to major clients [2][3] - Customer stickiness is increasing, and the client structure is relatively stable [3] Group 2: Product Advantages - The developed roller motor products feature high power, modular design, high strength, and standardization, offering various specifications for customer selection [3][4] - The company has completed the development of high-speed DC motors, brushless motors, and other advanced motor products, leveraging a professional team with rich technical experience [4] Group 3: Market Opportunities - Growth in the automotive electronics sector is driven by increasing electrification and intelligent applications, enhancing customer experience and comfort [3][4] - The company aims to deepen existing customer relationships while actively expanding its customer base and product applications [3] Group 4: Competitive Advantages - The company benefits from synergy and cost control, enhancing the efficiency and stability of micro drive systems [4] - A stable customer resource network exists, allowing the company to effectively explore diverse demands through product combinations [4] Group 5: Future Capacity Planning - The main production bases are located in Shenzhen and Dongguan, with ongoing construction of the Suzhou facility aimed at serving the Yangtze River Delta region [4] - The Dongguan facility is positioned as a manufacturing base for the Greater Bay Area, already in full production and increasing output [4]