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Meixin Technology (301577.SZ): The company's integrated inductor is currently in the debugging stage and has not been mass-produced
Gelonghui, May 9 | Meixin Technology (301577.SZ) said at the 2023 annual performance briefing that the company's integrated inductors are currently in the debugging stage and have not been mass-produced yet, but target customers are already in touch.
Meixin Technology (301577.SZ): Currently, the company's products are not used in flying cars or other fields
Gelonghui, May 9丨Meixin Technology (301577.SZ) said at the 2023 annual performance briefing that magnetic components can be used in emerging fields such as low-altitude economy or flying vehicles. These fields require power magnetic components to achieve voltage conversion and EMC filtering. Currently, the company's products have not been used in flying cars or other fields.
Meixin Technology (301577.SZ): The company's integrated inductors can be used in AI servers, automotive electronics, network communications, smart terminals, etc.
Gelonghui, May 9 | Meixin Technology (301577.SZ) said at the 2023 annual performance briefing that AI servers require magnetic components to achieve functional applications such as filtering, rectification, and energy storage, and that the company's integrated inductors can be used in AI servers, automotive electronics, network communications, smart terminals, etc.
Meixin Technology (301577.SZ): The company mainly provides mining machine power transformers for Bitmain
Gelonghui, May 9 | Meixin Technology (301577.SZ) said at the 2023 annual results conference that the company mainly supplies power transformers for mining machines for Bitmain, and is currently the number one supplier for this type of device. As the world's largest mining machine manufacturer, Bitmain has an absolute market share advantage over other mining machine manufacturers. At the same time, since this type of product is a customized part, it is closely linked, tested, approved, etc. with the R&D side from the beginning of the customer project. Therefore, the customer's supplier of this type of product is mainly provided by Meisin and another manufacturer. The customer has sufficient production capacity guarantee, and the supplier is required to agree on an exclusive policy.
Meixin Technology (301577.SZ): The company is considering setting up a factory in Southeast Asia
Gelonghui, May 8, 丨 Meixin Technology (301577.SZ) said during a survey of specific subjects that the company is considering setting up a factory in Southeast Asia. On the one hand, it is mainly due to the needs of existing overseas customers; on the other hand, it is also setting up a production base in Southeast Asia. In addition to meeting the needs of existing customers, it can also provide supporting services for local communications and automobile manufacturers to cover the local market while expanding overseas markets and achieving a global layout. Currently, more and more Chinese companies are also setting up factories in Southeast Asian countries such as Vietnam and Thailand. According to the actual situation we learned during our field trip to Southeast Asia at the beginning of the month, it is currently more expensive to set up a factory in Southeast Asia than in our country
Meixin Technology (301577.SZ): Higher copper prices will put some pressure on the company's cost side
On May 8, Ge Longhui | Meixin Technology (301577.SZ) said during a survey by a specific target that the rise in copper prices will put some pressure on the company's cost side, but since copper accounts for a relatively small share of the company's product costs, the pressure caused by the rise in copper prices alone will not be too great. Regarding the procurement of copper, the company will conduct centralized bidding for raw materials every six months or every quarter. The purchasing department will conduct centralized bidding for raw materials based on factors such as customer orders, production plans, future customer demand forecasts, inventory materials, and procurement cycles. In particular, when predicting a rise in raw material prices, it will carry out control measures as soon as possible, such as early price locking.
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