Group 1: Financial Performance - In 2024, the company's revenue increased by 4.91% year-on-year, while net profit attributable to shareholders grew by 26.91%, indicating a significant disparity in growth rates [1] - The gross margin for brake system bearings slightly increased by 0.15%, while the gross margin for transmission system bearings rose by 2.15%. However, the gross margin in foreign markets decreased by 0.57% [2] Group 2: Production and R&D - The company has established a modern production management system, incorporating MES and ERP systems for digital control of the entire production process [2] - Continuous investment in R&D has led to core technology accumulation in automotive bearings and key components, with product performance reaching industry-leading levels [2] - The company is actively promoting the conversion of R&D results in new energy vehicle drive motor bearings and harmonic reducers, which have reached small-batch production stages [3] Group 3: Market Strategy and Expansion - Currently, foreign revenue accounts for 68.37% of total revenue, with the Thailand factory's capacity utilization rate between 70-80% [3] - The company's development strategy focuses on both core and new business areas, aiming to strengthen partnerships in the aftermarket and OEM markets while exploring new markets [3] - The newly established robotics components division aims to leverage technical advantages and mature supply chain systems to capture opportunities in the rapidly growing robotics industry [4] Group 4: Competitive Positioning - The company emphasizes product differentiation as a core competitive advantage, with a flexible production line capable of quick responses to market demands [4] - The Thailand factory has obtained IATF16949 certification and E-Ruling certification from U.S. Customs, enhancing the company's competitiveness in overseas markets [4] - The company plans to balance cost pressures with downstream customer bargaining power by optimizing product and customer structures [5]

和芜湖为新能源热管理部件产品研发中心，着力开发电子泵系 列和温控阀系列产品，拓展电磁阀、热管理集成模块等产品。 产品销售覆盖全国市场，并出口美洲、欧洲、东南亚等地区， 已批产国内外客户 200 余家，服务全球超 300 个工厂基地。 二、投资者互动问题解答 1、公司如何应对原材料价格波动问题？ 回复：公司密切关注各种原材料价格走势，对原材料采购实施 集中采购和招标采购，制定合理的采购计划，降低采购成本， 在原材料价格较低时，适当建立库存。另外通过海外销售合同 约束、新材料试验应用以此来应对原材料价格波动风险。 2、目前公司涡壳产品市占率多少？ 回复：目前公司涡壳产品销量位居国内前列，2024 年该产品荣 获国家工信部认定的制造业单项冠军。 3、公司电子泵系列产品主要客户有哪些？ 回复：目前公司电子泵系列产品主要客户及建立联系的超 120 家，主要有奇瑞、理想、广汽埃安、拓普、零跑、越南 VINFAST、 赛力斯、HP 项目等。 4、新能源汽车一般需要几个电子水泵？主要用在哪里？ 回复：目前每台新能源汽车大约需要 2—5 只电子水泵；主要运 用在汽车的电机、电控和电池上。 5、目前公司机器人领域进展情况如何？ ...