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卓郎智能170年历史遇上AI:昇思幂系统服务中国最大纺企 倍捻机单机型销量增近七成

Core Viewpoint - Zhuolang Intelligent reported a revenue of 4.026 billion yuan and a net profit attributable to shareholders of -127 million yuan for the year 2024, with net assets remaining stable at 3.104 billion yuan [1] Group 1: Business Segments - Zhuolang Intelligent operates three business divisions: Spinning Division, Technology Division, and Data & Services Division, providing comprehensive solutions from cotton bales to yarn production [2] - The Spinning Division includes brands such as Schlafhorst, Zinser, and Texparts, with key products like Autocard cotton carding machines and Autocoro automatic rotor spinning machines [2] - The Technology Division focuses on high-reliability machinery, featuring brands like Allma and Volkmann, and aims to set new standards in various fiber twisting and spinning industries [2] - The Data & Services Division leverages advancements in industrial internet and smart manufacturing, utilizing AI, big data, and cloud computing to enhance digital and service capabilities in the textile industry [2] Group 2: Brand Recognition and Innovation - Zhuolang Intelligent's brands, including Schlafhorst and Allma, are widely recognized globally, contributing to sustained growth in both domestic and international markets [3] - The company has a strong focus on product innovation, supported by a research team of over 300 personnel and more than 1,000 registered patents [3] - Notable product performance includes a 66.9% increase in sales of twisting machines, while ring spinning and rotor spinning volumes slightly declined due to industry cycles [3] Group 3: New Product Launches and Cost Management - During the reporting period, new products launched include the latest Zinser 51 ring spinning machine and the 11th generation Autocoro automatic rotor spinning machine, achieving over 10% reduction in energy consumption [4] - The company successfully implemented cost reduction strategies, with sales, management, and financial expenses decreasing, particularly a 77.1% drop in financial expenses attributed to currency exchange gains and lower interest costs [4] Group 4: Future Outlook - The domestic market is expected to see increased demand for intelligent transformation in the textile machinery industry, with 70% of large-scale textile enterprises achieving digitalization [5] - Growth in high-end product markets and new equipment demand driven by environmental and resource recycling considerations are anticipated [5] - Zhuolang Intelligent plans to specialize in natural textile machinery and accelerate digital transformation, while also focusing on industry upgrades and exploring emerging markets [5]