金固股份分析师会议-2025-03-03

Investment Rating - The report does not explicitly state an investment rating for the automotive parts industry or the specific company being analyzed [1]. Core Insights - The company, Jingu Co., is recognized as a leading enterprise in the automotive wheel industry, having been designated as a "National Automotive Parts Export Base Enterprise" and a "Green Factory" by the Ministry of Industry and Information Technology [17][18]. - Jingu Co. has developed a revolutionary lightweight product, the Avatar low-carbon wheel, which combines the advantages of traditional steel and aluminum wheels, and has gained traction in both passenger and commercial vehicle markets, including partnerships with several new energy vehicle manufacturers [17][18]. - The company is actively expanding its production capacity to meet increasing customer demand and has successfully attracted strategic investors to accelerate the development of the Avatar low-carbon wheel [18][19]. Summary by Sections 1. Basic Research Information - The research focused on Jingu Co., a high-tech enterprise specializing in the R&D, production, and sales of automotive wheels, with a meeting held on February 27, 2025 [13]. 2. Detailed Research Institutions - Various institutions participated in the research, including Guosen Securities Asset Management, People's Insurance Pension, and several fund management companies [14]. 3. Research Institution Proportions - The report does not provide specific data on the proportions of research institutions involved [15]. 4. Main Content Information - Jingu Co. emphasizes technological innovation and has established a comprehensive research and development system, leading to the successful launch of the Avatar low-carbon wheel, which features high strength, lightweight, and cost-effectiveness [17][18]. - The company has completed the introduction of strategic investors to enhance the development of the Avatar low-carbon wheel, with a total investment commitment of 118.5 million RMB [18]. - Future plans include expanding into the robotics and low-altitude aircraft sectors, leveraging existing materials and technologies to explore new applications [19].