Group 1: Financial Performance - The company's Q1 revenue increased by 24% and net profit grew by 34% compared to the previous year, primarily due to new production capacity reaching full output and increased customer development efforts [2] - The growth in revenue and profit was driven by an increase in production capacity and new customer acquisition compared to Q1 2021 [2] Group 2: Production Capacity - The company does not have plans for new production capacity in the near term; the expansion is mainly from fundraising projects expected to be completed by the end of 2022 [2] - The actual pace of capacity expansion may be adjusted based on equipment delivery and market development progress [2] Group 3: Strategic Partnerships - Visionox became a significant shareholder in 2021 and has been a key customer and strategic partner for over 10 years, maintaining a strong cooperative relationship [3] - The cooperation model with Visionox has not changed significantly since the company's IPO, and it remains one of the major clients [3] Group 4: Market Outlook - The company anticipates a short-term decline in the quartz oscillator market due to macroeconomic uncertainties, while demand for ordinary oscillators and tuning fork crystals remains strong [4] - Long-term growth in the Internet of Things and telecommunications sectors is expected to provide market increments for the quartz oscillator industry [4] Group 5: Growth Determinants - The company's sustained growth is attributed to its ability to respond quickly to market demands, timely capacity expansion, and continuous product development [5] - Strong long-term strategic relationships with existing customers contribute to customer loyalty and stable order volumes [5]
晶赛科技(871981) - 关于接待机构投资者调研情况的公告