调研速递|江特电机接待王振等五名个人投资者调研 茜坑锂矿储量超亿吨,电机板块技术营销品牌优势显著

Core Viewpoint - Jiangxi Special Electric Motor Co., Ltd. (referred to as "Jiangte Electric") has highlighted its core advantages in the electric motor sector and its strategic plans for future performance improvement during a recent investor meeting [1][3]. Group 1: Electric Motor Sector Advantages - Jiangte Electric's electric motor segment has three main advantages: technology, marketing, and brand [3]. - The company possesses strong independent R&D capabilities, with all major product technologies being proprietary. Subsidiaries such as Jiangxi Jiangte, Tianjin Huaxing, and Hangzhou Mige are recognized as national high-tech enterprises [3]. - The company has focused on developing various high-efficiency motors and has made breakthroughs in key processes such as improving motor efficiency and reducing noise [3]. Group 2: Brand Strength - Jiangte Electric has over 60 years of experience in the special motor field, with the "Jiangte" brand being well-established and recognized in the industry [4]. - The MIGE brand motors from subsidiary Hangzhou Mige are widely used in industrial robots and have gained recognition for their technology and quality, with products exported to Europe, America, and Southeast Asia [4]. Group 3: Core Resource and Future Performance Improvement - The Qikeng lithium mine is identified as a crucial resource for the company, with a significant resource reserve of 72.93 million tons based on an average Li₂O grade of 0.44%, and potentially up to 126.67 million tons at a grade of 0.39% [4]. - The company plans to enhance performance through technology R&D, production management optimization, and cost reduction initiatives [5]. - In the electric motor sector, Jiangte Electric aims to strengthen its position in the robotics motor market and develop internationally recognized brands for servo motors and special-purpose motors [5]. - In the lithium sector, the company is accelerating preparations for the Qikeng mine's production and aims to optimize lithium extraction processes to improve product profitability [5].