均胜电子董事长王剑峰：制造业要有“定力” 能看清长远浪潮

Core Insights - The article discusses how Junsheng Electronics leverages capital and strategic planning to achieve high-quality development and competitive advantages in the global automotive parts industry amidst the trends of electrification and smart technology [2] Group 1: Company Growth and Strategy - Junsheng Electronics has experienced significant growth over the past two decades, closely linked to a series of key international acquisitions, including the purchase of German company Preh and American KSS [3] - The company follows a "dual-wheel drive" strategy, emphasizing manufacturing as the primary focus while utilizing capital markets as a supplementary tool for technological advancement and market breakthroughs [3][4] - In the first three quarters of 2025, Junsheng reported revenues of 45.844 billion yuan, an increase of 11.45% year-on-year, and a net profit of 1.12 billion yuan, up 18.98% year-on-year, with a gross margin improvement to 18.3% [3][4] Group 2: Integration and Efficiency - The success of Junsheng's acquisitions is attributed to deep integration and synergy post-merger, including the closure of high-cost factories and the relocation of production to more efficient regions [4] - The company aims to steadily increase its net profit margin to over 5% by optimizing global production layouts and enhancing supply chain efficiency [5] Group 3: Future Investments and Technology - Junsheng is focusing on the emerging robotics sector, which, despite its current low revenue contribution, is seen as a significant growth area following the trends in smart connectivity and autonomous driving [6] - The company has already established partnerships with various robotics firms and is working on solutions for industrial robots, aiming to solve application challenges in complex industrial environments [7] Group 4: Regional Strengths and Support - The article highlights the advantages of Ningbo as a manufacturing hub, emphasizing its complete industrial chain and supportive business environment, which has been crucial for Junsheng's growth [8] - The local government's supportive policies and active financial institutions have played a vital role in the company's major acquisitions and transformations [8] Group 5: Long-term Vision and Innovation - Junsheng Electronics is committed to continuous innovation and strategic foresight, recognizing that manufacturing returns may be slower but are essential for long-term success [9][10] - The company emphasizes the importance of regular strategic reassessment every three to four years to strengthen its competitive edge and adapt to industry changes [10]