调研速递|昊志机电接受广东国健安等29家机构调研 聚焦核心竞争力与业务布局

Core Competitiveness - The company, Haoshi Electromechanical, is recognized as a national high-tech enterprise, with its business covering high-end CNC machine tools, robots, and core components for new energy vehicles [2] - Key competitive advantages include a strong focus on R&D, with over 9% of revenue invested in R&D over the past three years, and a team of nearly 400 experienced R&D personnel [2] - The company has established a comprehensive quality control system and possesses significant precision manufacturing capabilities, which enhances its product quality and competitiveness [2] Business Segment Development - The PCB spindle business is experiencing rapid growth in sales revenue, with continuous order fulfillment expected in the first half of 2025 [3] - The robot core component business reported sales revenue of 12.21 million yuan in the first half of 2025, a year-on-year increase of 27%, contributing 1.74% to the main business revenue [3] - The acquisition of Infranor Group in 2020 has enriched the product line and improved market layout, although sales revenue from Infranor's motion control products decreased by 18.60% year-on-year due to economic challenges in Europe [3] R&D and Future Planning - R&D investment is projected to remain above 9% from 2023 to the first half of 2025, focusing on CNC machine tools, robots, and new energy vehicle components [4] - The company has no current plans for further acquisitions and aims to extend its existing business segments [4] - The robot business is identified as a key growth area, with plans to increase its revenue share over the next three years [4]