数据与策略协同大财经体系
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怡合达(301029) - 2025年10月28日-11月28日投资者关系活动记录表
2025-12-01 12:18
Group 1: Company Transformation Directions - The company aims to establish a closed loop from "strategy to operation," ensuring that resources are effectively utilized and management is quantifiable and traceable [2][3] - Focus on optimizing the entire "order to delivery" process to enhance efficiency and ensure stable quality and delivery times [3] - Implement product lifecycle management to maximize the value of each product throughout its lifecycle by standardizing processes and eliminating inefficient products [3] - Develop a comprehensive talent management system to align talent strategy with new business goals, ensuring a strong foundation for growth [3] - Build a collaborative financial system that integrates data and strategy, allowing finance to support operational strategies effectively [3] Group 2: Product Development and Management - The company has developed over 2.82 million SKUs of factory automation components as of September 2025, focusing on self-research and customization [4][5] - Emphasizes customer-driven product development, ensuring that product design meets customer needs in terms of performance, quality, and delivery [5] - Introduces a "zero defects" management approach to minimize errors and enhance efficiency, supported by expert insights [5][6] Group 3: Inventory and Supply Chain Management - Maintains a strategic inventory of semi-finished and finished goods to meet customer demands for small batch orders and short delivery times [7] - Prepares inventory of commonly used components to facilitate quick order fulfillment, thereby reducing delivery times [7] Group 4: Cost Management and Supplier Relations - Establishes a diversified supply system to mitigate raw material price fluctuations, focusing on self-manufacturing and collective procurement [8] - Optimizes supplier structure through integration and negotiation to lower procurement costs and enhance efficiency [8] Group 5: Accounts Receivable and Customer Retention - Implements strict credit policies based on customer evaluations to manage accounts receivable effectively, ensuring normal cash flow without significant risks [9][10] - Enhances customer loyalty by providing tailored services and resources to engineers, facilitating easier procurement processes [10]