Group 1: Basic Information - The research object is Demaishi, belonging to the automotive parts industry, and the reception time was May 7, 2025. The listed company's reception personnel included the chairman and general manager He Jianping, the director, deputy general manager, and financial controller Li Jian, and others [16] - The detailed research institutions were investors participating in Demaishi's 2024 annual and Q1 2025 performance briefing [19] Group 2: Core Views - The automotive parts industry is developing steadily and well, and Demaishi's operating performance is also growing steadily [23] - The automotive parts industry is in a critical stage of transformation from traditional manufacturing to intelligent manufacturing, and new development opportunities will emerge with the development of emerging fields. Chinese automotive parts companies are leveraging their competitive advantages [28] - Demaishi will maintain continuous growth around its main business and actively explore a second growth curve, including increasing the development of new energy vehicle products and customers, exploring new fields, and optimizing operations [25][26][28][30] Group 3: Specific Content Business Performance and Growth Points - Regarding the industry's overall performance this period and Demaishi's comparison with other companies, the automotive parts industry is developing steadily and well, and Demaishi's operating performance is also growing steadily [23] - Demaishi's future profit growth points include consolidating its leading position in the segmented industry, maintaining the stable growth of traditional businesses, expanding production capacity, optimizing product structure, and exploring new fields [24] Product and Market Layout - Demaishi has not supplied products to Tesla robots [28] - The company is developing products for the robot field, has carried out sample trials, and has a plan to purchase new equipment, aiming to obtain fixed-point orders for humanoid robot parts from customers [23] - In the future, Demaishi will further increase the development of new energy vehicle products and customers, focusing on the new generation of engine systems, thermal management systems, motor systems of new energy vehicles, and the field of unmanned driving [25][26][28][30] - The company's products are sold to many countries and regions such as Europe, Japan, South Korea, and North America, and in the future, it will further expand these overseas regions and customer groups [29] Equipment and Production Management - Demaishi will arrange equipment renewal plans according to customer orders, new products, and its own production capacity, and use advanced management means to tap the potential of existing production capacity [25][26][29] - The company has introduced the "Amoeba management model", carried out equipment automation transformation, and used the IOT Internet of Things platform and MES system to improve production efficiency [26][27] Industry Development Prospects - The automotive parts industry is in a critical stage of transformation from traditional manufacturing to intelligent manufacturing, and with the development of emerging fields, new development opportunities will emerge [28]
德迈仕分析师会议-20250508