In 2022, the consumer demand for 3C products will be sluggish, and the automotive new energy market will be booming. In the market environment, Matsui Co., Ltd. (688157)’s revenue from serving mobile phones, notebook computers and related accessories will drop sharply. Performance has doubled.
On the evening of March 17, the company announced that according to the needs of long-term strategic development, it signed an "Investment Contract" with the Youxian People's Government on the same day, and planned to invest in the construction of the high-tech industrial development zone in Youxian County, Hunan Province with its own or self-raised funds. Automobile paint construction project, the total planned investment of the project is 2 billion yuan.
Matsui Co., Ltd. also stated that the company may make adjustments based on specific circumstances such as subsequent fund-raising, purchase and construction of land and factory buildings, and policy support, and there is a risk of discrepancies between the actual investment amount and the project investment plan.
The announcement shows that the planned land area of the above-mentioned project is about 230 mu, and it is planned to be developed in two phases, with unified planning, phased land delivery, and phased construction. Among them, the land for the first phase is about 150 mu, and the land for the second phase is about 80 mu. The main contents of the project construction are production workshops, warehouses, comprehensive scientific research buildings, etc. The construction period of the first-phase project is within two years from the date of the bidding, auction and listing of the project land for the first-phase project, and the construction period of the second-phase project is within two years from the date of the transaction of the bidding, auction and listing of the project land for the second-phase project. .
The main business of Matsui Co., Ltd. includes 3C high-end consumer electronics coatings and passenger car coatings.
In the field of passenger vehicles, relying on the technological advantages and brand influence accumulated in the field of high-end consumer electronics, the company has successfully achieved double breakthroughs in technology and the market through differentiated competitive strategies. The core customers that have supplied or entered the customer system include: North America T Company, Valeo, BYD, NIO, Ideal, Geely, GAC, SAIC-GM-Wuling and other well-known domestic and foreign manufacturers of complete vehicles and auto parts.
In 2022, Matsui's performance will decline.
The company's recent performance report shows that in 2022, Matsui's operating income will be 508 million yuan, a year-on-year decrease of 0.05%; .
Matsui said that during the reporting period, due to the weak demand for downstream high-end consumer electronics caused by the macroeconomic downturn, the company's annual revenue in the field of high-end consumer electronics was 427 million yuan, a year-on-year decrease of 11.22%. Among them, mobile phone and related accessories business, notebook computer and related accessories business, and smart home appliance business revenue decreased by 22.47%, 13.38%, and 0.15% year-on-year respectively; from the perspective of customer structure, it was mainly due to the decline in shipments of some domestic consumer electronics terminal brands ; while the wearable device business still maintained a steady growth trend, with revenue increasing by 33.11% year-on-year.
At the same time, after years of product polishing and market cultivation, the company has actively grasped the market opportunities of the booming new energy automobile industry by virtue of its differentiated competition strategy, and achieved results in business expansion in the field of passenger vehicles. An increase of 236.76%.
Analyzing the market development measures in 2022, Matsui said that in order to actively respond to uncertain changes in the external environment, the company adopted a dual-drive strategy of "technology + innovation" on the one hand, built a CMF system, and actively developed new and cutting-edge products to dig deeper into the downstream market. Potential, broaden the boundaries of cooperation with end customers, and steadily increase market share. Core strategic customers in the field of high-end consumer electronics, such as major North American consumer electronics customers, Google, Honor, Logitech, MOTO, Microsoft, OPPO, VIVO, Anker, etc. volume achieved good growth.
On the other hand, the mass production and fixed-point of passenger car projects have been comprehensively promoted, and breakthroughs have been made in cooperation with many domestic and foreign terminal brands and strategic customers of auto parts. The application has been implemented on designated models such as SAIC-GM-Wuling, Liuqi, Great Wall, Toyota, etc., and the brand influence is increasing day by day.
In addition, in order to cooperate with the realization of strategic development goals, further quickly grasp and respond to customer needs in real time, and better participate in global market competition, the company restarted its international layout, and Matsui Advanced Materials (Vietnam) Co., Ltd. successfully landed.
Or based on the previous successful development in the passenger car sector, the company plans to further expand its production capacity this time.
Matsui Co., Ltd. stated that the signing of this contract is a decision made by the company based on the analysis of the development status and trends of the automotive coatings industry and its own development needs. It is an important measure for the company to expand its passenger car business. After the project is completed, it will help further improve the company Industrial layout, enhancing the company's core competitiveness, has positive significance and promotes the realization of the company's strategic development plan.
The announcement also stated that the source of funds for this investment is the company's own or self-raised funds, and the company will coordinate funding arrangements, reasonably determine payment methods, payment arrangements, etc., to ensure the smooth implementation of the project. The signing of the contract is not expected to have a significant impact on the company's 2023 operating performance, and the impact on the company's future operating performance depends on the progress and implementation of specific projects.
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