Inform(SH:603066) Shang Hai Zheng Quan Bao·2025-09-09 21:44Group 1 - The company held a half-year performance briefing on September 9, 2025, to discuss its operational results and financial status with investors [1][2] - The main reasons for the year-on-year revenue decline include project handover gaps and new projects not yet entering the revenue recognition stage [2] - The company aims to stabilize its overall operational situation by promoting technological innovation, market expansion, and enhancing cost control and operational efficiency [2] Group 2 - The company reported a year-on-year decrease in R&D investment but emphasized that its R&D advantages remain a core competitive strength [3] - The company is focused on the intelligent logistics equipment sector, serving various industries, and believes that fluctuations in downstream industry cycles have a minimal impact on its operations [4] - The company has developed several self-researched products, including shuttle cars, stackers, AGVs, aerial handling robots, and auxiliary robots [5] Group 3 - The company has strong bargaining power with upstream steel suppliers due to its large procurement volume, which helps mitigate the impact of rising steel prices on gross margins [6] - The company's precision shelving products and shuttle cars are recognized brands, and it is noted for its leading position in the global intelligent logistics field [8] - Future growth points for the company include collaboration with its controlling shareholder in digital manufacturing and cultural tourism, as well as international market expansion [8]