泉果基金调研怡合达，全面推进数字化转型战略，始终坚持和深化产品开发建设

Core Insights - The company is undergoing a transformation to address the pain points in the non-standard parts supply chain, focusing on automation and efficiency improvements [3][4][11] Group 1: Company Overview - The company has developed a comprehensive product system with 199 major categories, 4,573 subcategories, and 2.58 million SKUs of FA automation components by June 2025 [4] - The company has implemented a strict credit policy for accounts receivable management, ensuring normal collection of receivables without significant risks [7] Group 2: Automation and Digital Transformation - The company launched an automated quoting system in May 2024, reducing quoting time from hours to seconds [3] - The company has made significant progress in digital transformation, including the establishment of an information system for its Vietnam subsidiary and the implementation of a production MES system in its Suzhou subsidiary, improving production efficiency by approximately 20% [10][11] Group 3: Product Development and Customer Focus - The company emphasizes customer needs in product development, ensuring that product design aligns with customer performance, quality, and delivery requirements [5] - The company is focusing on long-tail demand in various industries, particularly in semiconductor and medical sectors, to create a unique development path and core competitiveness [8] Group 4: Cost Management and Supplier Optimization - The company has established a product supply system that includes self-manufacturing, OEM/ODM supply, and centralized procurement to manage raw material price fluctuations [9] - The company actively optimizes its supplier structure to reduce procurement costs and improve efficiency [9]