Core Viewpoint - The company is planning a private placement of up to 800 million yuan to strategically position itself in the robotics sector during a critical window of opportunity [1] Group 1: Company Strategy and Transformation - The company has transitioned from traditional manufacturing to high-end intelligent manufacturing over the past two decades, becoming a leader in the precision gear industry [1] - The strategic shift initiated in 2018 aimed to expand into new energy and robotics, driven by a need to upgrade traditional business to remain competitive [2] - The company emphasizes a clear transformation logic, focusing on technology synergy and customer relationships to enhance its market position [2][3] Group 2: Production and Technological Advancements - The company has invested in a new 25,000 square meter workshop equipped with advanced machinery to maintain its precision advantage [3] - In 2022, sales of new energy vehicle gearbox gears reached 150 million yuan, accounting for 20% of total sales, establishing a strong foundation for future capacity expansion [3] - By 2024, the company expects to produce 5.3974 million new energy vehicle gears with a utilization rate of 96.38%, with the new energy segment projected to contribute over 25% of revenue [3] Group 3: Robotics Sector Development - The company is set to achieve significant milestones in the robotics sector in 2024, with 72,000 industrial robot reducer projects reaching production capacity [4] - The company has successfully entered the supply chain of leading domestic and international robotics companies with its precision components [4] Group 4: International Expansion and Market Strategy - The establishment of a manufacturing base in Vietnam is a key step in the company's overseas strategy, aiming for 1 million precision transmission products annually [5][6] - The company’s international sales reached 102 million yuan in 2024, accounting for 15.36% of total revenue, with a gross margin of 33.28% for exports, significantly higher than domestic sales [6] - The company aims to increase overseas revenue to 20% in the next three years, establishing a global production and service network [7] Group 5: Future Growth and Funding - The company plans to raise up to 800 million yuan through a private placement to enhance production capacity and technological capabilities in the robotics sector [8][9] - The focus will be on expanding the production of precision gears and reducers while advancing the development of high-end screw products to fill domestic gaps [9]
夏厦精密 精密基因“传动”多元赛道