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Anhui Anli Material Technology (300218.SZ): Currently, the overall order situation is stable, and the capacity utilization rate is at a good level.
Gelonghui November 7th | Anhui Anli Material Technology (300218.SZ) accepted a specific object investigation on November 6, 2024, regarding the "current capacity utilization situation of the company?" The company stated that the company's products have a wide range of applications, diverse downstream customer demands, and operate under a sales-oriented and order-driven operation model. Currently, the overall orders are stable, and the capacity utilization rate is at a good level.
Anhui Anli Material Technology (300218.SZ): actively contacting and expanding cooperation with brands such as Lenovo, Google, OPPO, Vivo, Honor, etc.
Gelonghui, November 7 | Anhui Anli Material Technology (300218.SZ) accepted a specific object survey on November 6, 2024, regarding the "customer structure in the company's electronic product field." The company stated that electronic products are one of the company's emerging categories. Currently, the company covers a number of well-known domestic and foreign consumer electronics brands with some terminal products and accessories, accumulating certain advantages. The company is a core supplier of Apple in the USA, deepening cooperation; stable cooperation with Samsung and Beats, with new projects in the development and mass production stage; actively contacting and expanding brands such as Lenovo, Google, OPPO, vivo, and Honor.
Anhui Anli Material Technology (300218.SZ): The proportion of direct exports to the USA is relatively small.
Gelonghui November 7th | Anhui Anli Material Technology (300218.SZ) conducted a specific research on November 6, 2024, regarding the impact of "USA increasing tariffs on China on the company?". The company stated that the direct exports to the USA account for a small proportion; if tariffs are raised, Anhui Anli Material Technology's Vietnam branch will be more advantageous in actively resolving the tariff risks brought by international trade conflicts.
Anhui Anli Material Technology (300218.SZ): Positioned in the mid-to-high-end market, its products cover parts of terminal products and accessories for many well-known domestic and foreign consumer electronics brands.
Gelonghui November 5th | Anhui Anli Material Technology (300218.SZ) stated on the investor interaction platform that the company is positioned in the mid-to-high-end market. Its products cover parts of well-known domestic and foreign consumer electronics brands, including accessories for keyboards, tablet protective cases, over-ear headphones, wireless chargers, and components for foldable phone bodies. For specific information on brand applications, please refer to their official releases. The company's gross margin varies among different clients and products, so it cannot be generalized. In general, the gross margin of the company's consumer electronics category is higher than that of ordinary products.
Express News | Anhui Anli Material Technology: It is expected that the sales of electronic products category will be stable and have some growth by 2025.
Express News | Anhui Anli Material Technology: Actively promoting the construction of the remaining 2 production lines of Anli Vietnam, planning to commission by the end of the year.
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