金帝股份:截至目前,柔轮初坯相关产品尚未形成收入,对公司业绩不构成重大影响

Core Viewpoint - The company, Jindi Co., Ltd. (603270.SH), is actively involved in the aerospace and robotics sectors, focusing on the production of bearing retainers and harmonic reducer components, while emphasizing the importance of market demand forecasting in these industries [1]. Group 1: Aerospace and Robotics Layout - The company’s main product, bearing retainers, is utilized in various industries including automotive, home appliances, construction machinery, machine tools, rail transportation, aerospace, and high-end equipment [1]. - The company is developing harmonic reducer flexible wheel products using precision stamping technology to replace traditional forging processes, aiming for import substitution and achieving high fatigue strength requirements [1]. - The company is conducting ongoing research and development for the flexible wheel initial blank processing, aiming to streamline production processes and reduce costs across the supply chain [1]. Group 2: Market Demand and Testing - The company needs to anticipate changes in market demand for end-user applications, as there is a significant time lag between the delivery of bearing retainers and their final application in end products [1]. - Testing results from a specific client indicate that the quality of the stamped flexible wheel initial blank is comparable to that of forged products under similar testing conditions, although results may vary across different clients [1]. - Currently, the flexible wheel initial blank products have not generated significant revenue and do not materially impact the company's overall performance [1].