豪森智能：持续拓展海外市场新客户 探寻新赛道新品类机会

Group 1 - The company reported a revenue of 1.809 billion yuan and a net loss of 87.92 million yuan for the fiscal year 2024, with a basic earnings per share of -0.53 yuan [1] - The company focuses on smart production lines and equipment integration, primarily serving the automotive industry, including both new energy vehicles and traditional fuel vehicles [1] - The company experienced a significant decline in new orders both domestically and internationally, attributed to reduced subsidies for new energy vehicles in Europe, increased uncertainty in U.S. policies, and intensified competition in the domestic new energy sector [1] Group 2 - In response to the industry downturn, the company implemented several strategies, including enhancing operational efficiency and expanding its overseas market presence [2] - The company established a subsidiary in Hungary to improve delivery capabilities in Europe, leveraging local expertise to enhance design, production, and debugging services [2] - The company is focusing on cost optimization measures and restructuring to adapt to the current order situation, including reducing costs for raw materials and components [2] Group 3 - The company launched a new business in embodied intelligence, collaborating with leading robotics firms to develop specialized humanoid robots for various industrial applications [3] - The company aims to transform industrial manufacturing by integrating embodied intelligent devices, potentially replacing traditional assembly line operations [3] - The company is collecting and processing industrial big data to build specialized models that enhance automation and intelligence in production [3] Group 4 - The company is responding to the trend of "software-defined vehicles" by developing intelligent production lines for electronic control systems, which are increasingly being built in-house by automakers [4] - The company is leveraging its existing customer resources and technological advantages in the new energy sector to gain a first-mover advantage in related markets [4] - The company is exploring new opportunities in various industries, including electric motors and low-altitude economy, based on its technological expertise and customer relationships in the automotive sector [4]