Group 1: Company Overview and Strategy - The company has established a smart factory in Malaysia, strategically positioned to benefit from lower tariffs between Malaysia and the U.S. [2] - The company is monitoring U.S. tariff policies under the new government and will adjust its production capacity distribution accordingly, indicating that changes in U.S. tariffs will have minimal impact on its business [2] - The company is actively looking for suitable investment and acquisition targets to extend its industrial chain, responding to regulatory encouragement for mergers and acquisitions [2] Group 2: Market and Economic Outlook - The company primarily focuses on the North American market, which remains a key economic hub with strong purchasing power [5] - The U.S. economy is expected to maintain a high level of activity in 2024, driven by anticipated interest rate cuts, which will positively impact the company's end performance [5] - The company is accelerating its expansion into non-North American markets, expecting rapid revenue growth from these regions, contributing to overall performance [5] Group 3: Production and Capacity - The Malaysian factory is currently in the trial production phase and is expected to fully ramp up production, which will enable the company to cover North American orders [2]
欧圣电气(301187) - 欧圣电气投资者关系管理信息