日前，我们从上汽通用五菱官方获悉，其将配备全球首创智能岛制造体系（I²MS），自研卓越运营大 模型EOAI（Excellence Operation Artificial Intelligence），创新性实现多品种的个性化装配与大规模定制 化生产，以更强品质保障、更优成本控制、更快响应速度为用户打造高品质智能好车。 EOAI大模型智能感知营销服务端收集的用户需求，助力研发端敏捷研发，以产品快速迭代灵活响应用 户需求变化；再将用户订单转化为多维度生产需求模型，依托智能岛制造体系（I²MS）支持产线灵活 扩展、多车型共线生产的柔性智造优势，实现快速换型与大规模定制化生产，有效降低成本，大幅缩短 提车周期；与此同时，EOAI大模型智能调度供应商，实时平衡物料、设备与人力，以弹性供应进一步 降低成本。EOAI大模型还能提供预见性服务，即通过实时监测销售趋势、库存动态，自动生成需求预 测，指导生产计划，实现从厂商指导生产到市场需求定义的历史性跨越。 目前，智能岛制造体系（I²MS）总装自动化率达到行业领先的50%，支持20多种不同车型共线生产，生 产效率提升30%、物流效率提升80%、制造周期缩短33%，全面刷新行业 ...

Core Insights - Zhejiang Huaye (301616) reported strong financial performance for 2024, with total revenue of 892 million yuan, a year-on-year increase of 21.20%, and a net profit attributable to shareholders of 92.94 million yuan, up 32.21% [1] - The company continued its growth in Q1 2025, achieving revenue of 215 million yuan, a 22.19% increase year-on-year, and a net profit of 16.90 million yuan, up 30.16% [1] - The plastic machinery industry in China has established a mature industrial system, with main business income of 104.9 billion yuan in 2024, a 9% increase, and total profit of 10.4 billion yuan, up 12% [2] Financial Performance - In 2024, Zhejiang Huaye's basic earnings per share were 1.549 yuan, and the weighted average return on net assets was 10.64% [1] - The company's revenue and profit growth were driven by strong demand in the downstream industry and stable partnerships with major plastic molding equipment manufacturers [1] Industry Overview - The plastic machinery industry is dominated by injection molding machines, which account for over 40% of the output value and are widely used in automotive, home appliances, and 3C industries [1] - China's plastic molding equipment production accounts for over 50% of the global market, with domestic market share increasing from 78% in 2019 to 83% in 2020 [2] Company Positioning - Zhejiang Huaye focuses on the R&D, production, and sales of core components for plastic machinery, such as screws and barrels, and has built a strong industry understanding [2] - The company has established a comprehensive and efficient production management system to meet the supply needs of brand and medium-to-large customers [3] Technological Advancements - In 2024, the company's R&D investment reached 30.05 million yuan, a 30.77% increase, leading to several industry-leading technologies [5] - The company has developed a patented method for producing wear-resistant layers for screws and barrels, combining traditional centrifugal casting techniques [5] Market Strategy - Zhejiang Huaye has successfully penetrated international markets, exporting to countries like Canada, the USA, and Germany, and has established long-term partnerships with major global and domestic players [5] - The company aims to enhance its global presence and become a leading manufacturer of core components for plastic molding equipment, focusing on customized production to meet specific client needs [6]