(1) communication connector business: it is good at precision manufacturing capacity. Its customers are global leaders such as Amphenol, benefiting from the improvement of precision and the expansion of the company’s product categories. The capital expenditure of overseas cloud service manufacturers is planned to increase year-on-year, benefiting from the recovery of overseas data center construction in 2022.
(2) automobile connector business: transforming from tier2 to Tier1, focusing on the Shanxi Guoxin Energy Corporation Limited(600617) automobile market opportunities. At present, core automobile enterprises such as Byd Company Limited(002594) , Eve Energy Co.Ltd(300014) and battery pack plants have been developed. It is expected that the revenue contribution will increase multiple times in 2022.
(1) the overall policy is tight, which is conducive to stable green enterprises, and the company has obvious capital advantages.
(2) the performance has increased steadily, focusing on sales collection.
(3) land acquisition takes into account both scale and profit guarantee.
(4) “one main body and two wings” strategy takes development first and extends the layout of industrial chain.
