一博科技(301366) - 深圳市一博科技股份有限公司2022年度业绩说明会投资者关系活动记录表

Group 1: Market Expansion Strategies - The company has established over 10 market departments across major electronic R&D bases in China, serving more than 5,000 clients from 2019 to 2022, indicating rapid business growth [3] - Since the beginning of the year, the company has successfully held over 10 technical seminars in various cities, attracting over 2,000 participants, showcasing its technical capabilities and one-stop hardware innovation platform [3] - Future market expansion will focus on deepening customer service dimensions and integrating into clients' R&D and supply chain systems [3] Group 2: Profit Margins and Business Model - The overall gross margin for the company's main business remains high, with PCB design services being a high-value technical service, reflecting strong technical and cost advantages [4] - The gross margin for PCBA manufacturing services is higher than the EMS industry average, attributed to the company's focus on high-quality rapid prototyping and small-batch production [4][5] - The company charges higher engineering fees for small orders to compensate for lower efficiency, which contributes to higher sales premiums [5] Group 3: Capacity Utilization and Brand Development - The company plans to enhance brand recognition and reputation through technical seminars and word-of-mouth marketing [6] - Sales personnel will receive training to understand the technical advantages of new projects, aiming to improve customer retention and satisfaction [6] - The company will continue to explore high-value, technically challenging small-batch PCBA production orders [6] Group 4: Industry Position and Future Outlook - The company has positioned itself early in the high-speed, high-density PCB design sector, maintaining technological alignment with industry leaders [7] - Gross margins from 2019 to 2022 were 44.30%, 44.12%, 42.28%, and 40.85%, showing stability despite slight declines due to rising labor costs and material price fluctuations [7] - The company is viewed positively by sponsors, with strong future profitability expected due to its leading position in the PCB design service industry and enhanced one-stop service capabilities [7]