Core Insights - The company held an earnings briefing on September 19, 2025, to address investor inquiries regarding business progress and market positioning [1][2] Group 1: Business Performance - The company reported steady growth in revenue across major business segments in the first half of 2025, with the engineering machinery sector remaining the largest segment [3] - The company is focusing on the localization progress of high-end materials, particularly in sectors like engineering machinery and oil & gas, although specific data on the localization rate for high-end materials was not disclosed [3] - The revenue contribution from imported substitutes has been increasing, indicating a positive trend in domestic production capabilities [3] Group 2: Customer Relationships and Collaborations - The company is actively collaborating with leading clients in the robotics sealing sector, including Tesla, to develop high-performance sealing solutions [3] - The technical paths, process plans, and product forms for these collaborations are still evolving, with the company emphasizing its technological reserves to support future developments [3]
调研速递|唯万密封接受全体投资者等多方机构调研，聚焦业务进展与市场布局要点