Daimay(SH:603730) Ge Long Hui·2025-09-02 09:47Core Viewpoint - The fire incident at the Mexican factory of Daimay Co., Ltd. has had a minimal impact on production capacity, with recovery achieved by early June and normal supply resuming [1] Group 1: Impact of Fire Incident - The fire at the factory has resulted in a minor reduction in production capacity, which has already been restored [1] - The company has received strong support from customers during the recovery process [1] Group 2: Insurance and Compensation - The affected factory is fully insured, and the damaged assets are within the scope of insurance claims [1] - The company has submitted a claim to AXA Insurance, which has accepted the application for compensation [1] - Legal and agent opinions indicate that the cause of the fire falls within the insurance coverage, and the claimed amount is deemed objective and realistic [1] - The expected insurance compensation is anticipated to cover the actual losses incurred by the company [1]