证券代码：000957 证券简称：中通客车 中通客车股份有限公司投资者关系活动记录表 | | √特定对象调研 □分析师会议 | | --- | --- | | | □媒体采访 □业绩说明会 | | 投资者关系活动类别 | □新闻发布会 □路演活动 | | | □现场参观 □其他 （请文字说明其他 | | | 活动内容） | | 参与单位名称及人员姓名 | 内蒙古博汇公司 樊龙 深圳蓝马资本 韩圣洁 | | | 安通基金 段学忠 宁波知远投资 赵一帆 | | | 北斗星太空融投资 卢振华 金时资本 岳玲萍 | | | 深圳德远投资 李双凤 深圳趋势投资 钟方千 | | | 太平洋证券 叶玲 深圳财沣投资 陈蓉 | | 时间 | 2025 年 12 月 17 日 | | 地点 | 公司会议室 | | 上市公司接待人员姓名 | 张峰、赵磊、翟忠宇 | | | 一、在当前激烈的市场竞争中，公司采取了哪些具体 | | | 措施来提升和保持自身的竞争优势？ | | | 我们认为保持和提升竞争优势需要多方面的扎实努 | | | 力：首先，追求适度的规模优势是基础。其次，必须 | | | 拥有强大的研发实力，因为客车是高度定 ...

Core Viewpoint - The renewal of the exclusive agency agreement between Gaoshi Medical and Schwind eye-tech-solutions GmbH signifies a strengthened strategic partnership, enhancing Gaoshi Medical's competitive advantage in the refractive surgery equipment market in China [1] Group 1: Agreement Details - Gaoshi Medical's subsidiary, Shanghai Gaoshi Mingwang Medical Equipment Co., Ltd., has officially renewed its exclusive agency agreement with Schwind eye-tech-solutions GmbH for the Chinese market, including mainland China, Hong Kong, and Macau [1] - The partnership with Schwind, a key supplier since their initial collaboration in 2009, has lasted over 16 years, indicating a stable and long-term relationship [1] Group 2: Market Implications - The renewal of the exclusive agency agreement is crucial for consolidating Gaoshi Medical's competitive edge in the refractive surgery equipment market in China [1]

Group 1: Company Overview - The company, Yinchuan Weili Transmission Technology Co., Ltd., specializes in precision gearboxes and has made significant advancements in its core products and smart factory construction [2][3]. Group 2: Technical Barriers and Competitive Advantages - The manufacturing of wind turbine gearboxes involves high technical barriers, requiring precise design, processing, and assembly to ensure reliability and longevity while maintaining compactness and ease of maintenance [2][3]. - The company has established a competitive edge through substantial R&D investments, which are essential for maintaining market competitiveness in a capital-intensive industry [3]. Group 3: Market Outlook - The global wind power installed capacity is projected to grow significantly, with an expected addition of 981 GW from 2025 to 2030, averaging 164 GW annually, which will drive demand for wind turbine gearboxes [4]. - In China, the wind power market is particularly robust, with an anticipated increase of 86 GW in new installations in 2024, representing an 11% year-on-year growth, significantly outpacing global averages [4]. Group 4: Production and Quality Control - The company has implemented comprehensive information systems (PLM, ERP, MES, DNC) to manage the complex production processes of its diverse product range effectively [5]. - Quality control is ensured through proprietary testing equipment that simulates actual operating conditions, alongside certifications such as ISO9001 and IATF16949, which uphold high standards throughout the production cycle [5].