Core Viewpoint - The company, Huichuan Technology, has demonstrated strong growth in its general automation business, achieving approximately 13.1 billion yuan in revenue for the first three quarters of 2025, representing a year-on-year increase of 20% driven by opportunities in high-demand sectors such as new energy vehicles and logistics equipment [1][2]. Group 1: Business Performance - The general automation business has seen significant growth due to capturing opportunities in high-demand sectors, optimizing resource allocation, and implementing a multi-product sales strategy [1]. - The company’s automation business has a strong market share in servo systems, frequency converters, small PLC products, and industrial robots, with plans to enhance competitiveness through multi-product solutions and increased market penetration [2]. Group 2: International Strategy - The company is focusing on internationalization as a key strategic direction, utilizing "industry line going abroad" and "borrowing boats to go abroad" strategies to expand its global presence [3]. - Future international growth is expected to be concentrated in Europe and emerging markets, with ongoing efforts to identify suitable acquisition targets in Europe to accelerate overseas expansion [4]. Group 3: Energy Storage and Robotics - The company is currently engaged in large-scale energy storage projects and aims to develop digital energy management solutions for enterprises, integrating digitalization and automation for comprehensive energy management [4]. - In the humanoid robot sector, the company is focusing on core components such as drives and motors, planetary roller screws, and linear modules, which are expected to have strong market potential as the industry evolves [4].
泉果基金调研汇川技术,重点围绕欧洲和新兴市场推进国际化业务落地