Group 1: Investor Relations Activities - A total of 27 analysts and investors participated in the investor relations activities on December 13, 2022 [3] - 56 analysts and investors were involved in the communications on December 13, 2022 [4] - 159 analysts and investors attended the conference calls on December 13, 2022 [7] Group 2: Chip Shortage and Supply Chain - The chip shortage situation has improved compared to mid-year, but prices remain high and supply is still tight [14] - The company has made significant progress in the localization of core components, with most major parts now produced domestically, except for certain types of chips and specific models of reducers [15] Group 3: Robotics Industry and Profitability - The robotics industry faces challenges in profitability due to high R&D costs and the need for core technology and manufacturing capabilities [16] - Scale effects are crucial for profitability in the robotics manufacturing sector, making it difficult for smaller companies to achieve profitability [16] Group 4: Future Acquisition Plans - The company follows a "dual-driven" strategy of internal growth and external acquisitions, with no specific acquisition targets currently but openness to future opportunities that align with its strategic goals [17]

证券代码：0002747 证券简称：埃斯顿 南京埃斯顿自动化股份有限公司投资者关系活动记录表 | --- | --- | --- | --- | |--------------------------------|----------------------------------------------------|---------------------------------------------------------------------------------------------------------------|---------------------| | | | | 编号： 2015004 | | 投资者关系活动 | □特定对象调研 □分析师会议 | | | | 类别 | □媒体采访 | □业绩说明会 | | | | □新闻发布会 □路演活动 | | | | | □现场参观 | | | | | ■其他 （投资者接待日） | | | | 参与单位名称及 | | 凯基证券、申银万国证券研究所、国泰君安证券资产管理公司、 | | | 人员姓名 | | 鼎丰集团有限公司、平安证券、齐鲁 ...

证券代码：0002747 证券简称：埃斯顿 南京埃斯顿自动化股份有限公司投资者关系活动记录表 编号：2015001 | --- | --- | --- | --- | --- | |------------------------|---------------------------------------------------------------------------------------------------------------|----------------------------------------------------|-------|-------| | | | | | | | 投资者关系活动 | □特定对象调研 □分析师会议 | | | | | 类别 | □媒体采访 | □业绩说明会 | | | | | □新闻发布会 □路演活动 | | | | | | □现场参观 | | | | | | ■其他 （投资者接待日） | | | | | 参与单位名称及 | 瑞士信贷、瑞信方正、中国东方资产管理公司、国泰君安、方 | | | | | 人员姓名 | 正证券、中国国际金融有限公司 ...