LSKJ(SZ:300680) Xin Lang Cai Jing·2025-09-03 11:01Core Viewpoint - Wuxi Longsheng Technology Co., Ltd. held a specific investor survey on September 3, 2025, revealing significant business information and showcasing its strategic focus on key industries and product development [1]. Group 1: Business Overview - The company reported a year-on-year revenue growth of approximately 4.63% for the first half of 2025 [1]. - The business matrix includes Engine Exhaust Gas Recirculation (EGR) systems, core components for new energy vehicle drive motors, and precision automotive parts, with EGR systems and new energy drive motor components ranking among industry leaders [1]. Group 2: EGR Segment - The EGR segment experienced a year-on-year revenue growth of about 28% in the first half of 2025 [2]. - The company has expanded its customer network in the passenger vehicle EGR market, including major domestic automakers like BYD and Chery, and has entered the supply chains of Chang'an Automobile and Dongfeng Nissan [2]. Group 3: New Energy Core Components - The new energy core component business is a key focus for the company's transformation, moving from "core components" to "core subassemblies" [2]. - The first set of core subassembly products was launched in June 2025, marking a significant breakthrough in the company's strategic transition [2]. Group 4: Robotics Segment - The company positions itself as a core component supplier in the robotics sector, focusing on breakthroughs in key components like harmonic reducers and joint modules [3]. - In the first half of 2025, the company introduced a lightweight harmonic reducer that is 30% to 40% lighter than traditional products, and it is expanding production capacity from approximately 20,000 to about 70,000 units by the first quarter of 2026 [3].