中鼎股份(000887) - 中鼎股份调研活动信息

Group 1: Company Investment Strategy - The company plans to invest in the automotive industry chain to enhance its strategic development while maintaining rapid growth in its core business [2] - The investment aims to leverage professional investment institutions for industry analysis and value discovery, exploring new opportunities for industrial upgrades [2] Group 2: Current Orders and Revenue - The current order value for the air supply unit is approximately 10.4 billion CNY, with multiple new energy vehicle manufacturers placing orders [3] - The lightweight business focuses on control arms and ball joints, with significant orders from traditional manufacturers like Mercedes-Benz and BYD [3] Group 3: Future Growth Areas - Future revenue growth will come from increasing market share among high-quality domestic clients and leveraging international market platforms [3] - The company aims to enhance its global presence and competitiveness through investments in the new energy sector and smart chassis systems [3] Group 4: Financial Management and Profitability - Domestic revenue from the shock absorber business is higher than that of overseas operations due to lower production and management costs in China [4] - The company has transitioned from regional to modular management to improve profitability in overseas operations through cost control [4]