福日电子2025年半年度业绩说明会问答实录

Core Viewpoint - The company held a successful half-year performance briefing, demonstrating effective communication with investors and addressing various inquiries regarding its operations and strategies [1] Group 1: Business Operations - The company collaborates with Huawei through its subsidiary, providing ODM/JDM services for smart terminals, including smartphones [2][10] - The company offers JDM/OEM services for service robots, with a focus on hotel and inspection robots, although their revenue contribution remains relatively small [3] - The company is focusing on high-quality clients and deepening strategic cooperation, which has led to stable business orders and initial success in cost reduction and efficiency improvement, resulting in an increase in gross margin [5][11] Group 2: Strategic Initiatives - The company is exploring the application of AI technology in product development and management, with plans to prioritize its integration into smart wearable products [6] - The company emphasizes understanding customer needs and providing customized solutions to enhance service quality, while also working on cost reduction through R&D and supply chain collaboration [6] Group 3: Financial Performance - The company reported a turnaround to profitability in the first half of 2025, attributing this success to stable business orders and improved management practices [11] - The company has implemented measures to manage market volatility and is committed to enhancing its core business foundation and profitability [6]