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威马农机(301533) - 2025年9月25日投资者关系活动记录表
2025-09-25 09:30
Group 1: Company Strategy and Market Position - The company is transitioning to become a provider of smart agricultural solutions while also developing new energy products, despite the overall low enthusiasm in the agricultural machinery industry [2] - There are considerations for expanding into emerging fields such as new energy power equipment and agricultural data services, contingent on existing core business consolidation [2] - The company is exploring potential mergers and acquisitions to enhance its supply chain and technical capabilities, particularly in core component integration and overseas channel expansion [3] Group 2: Production and Operational Updates - The Thailand factory officially commenced production on September 16, 2025, and is a key part of the company's global strategy [3] - The company is currently assessing the production capacity utilization and order acquisition of the Thailand facility, with expectations for breakeven and positive contributions to overall performance [3] - The company is advancing the development of AI-enabled agricultural machinery, with prototypes of autonomous systems undergoing testing [5] Group 3: Financial Performance and Future Outlook - The company aims to maintain stable performance growth through innovation in smart agricultural equipment and the introduction of competitive new technologies and products [5] - The Chongqing and Thailand manufacturing bases are set to be fully operational in 2025, alongside the establishment of overseas marketing channels [5] - The company is committed to enhancing its overall competitiveness and will adhere to commitments made during the IPO process [3]