热威股份(603075) - 热威股份投资者关系活动记录表

Group 1: Financial Performance - In the first half of 2023, the company's operating income reached 82,357.26 million yuan, with a net profit growth compared to the same period last year [2] - For the month of June 2023, the operating income was 11,769.81 million yuan, reflecting a growth of 1.75% and 15.01% year-on-year [2] Group 2: Product Development and Market Trends - The company has established partnerships with major domestic brands in the cleaning appliance sector, leading to a noticeable increase in orders for electric heating elements used in products like mops and vacuum cleaners [3] - PTC heating elements are mature in the new energy vehicle thermal management system but have drawbacks such as larger size and weight, and power stability issues [3] - Thick film heating elements are smaller and more stable compared to PTC, making them suitable for the new 800V high-voltage platform trend in new energy vehicles [3] Group 3: Currency and Risk Management - The company maintains a prudent exchange rate policy, avoiding the use of currency tools to increase profits, and locks in prices for major clients for six months to a year to mitigate exchange rate fluctuations [3]