证券日报网12月12日讯震裕科技（300953）在12月11日回答调研者提问时表示，公司2024年6月开始启 动塞尔维亚工厂的建设，今年11月份已正式投产，目前以驱动电机铁芯冲压业务为主，预留了拓展其他 业务的空间。同时，公司根据新业务的进展及相关客户的要求，目前正计划在墨西哥等海外区域投资布 局。 ...

Financial Performance - In Q3 2025, the company achieved a revenue of 249 million CNY, a year-on-year increase of 10.19% [2] - The net profit for Q3 2025 was 43 million CNY, reflecting a year-on-year growth of 21.39% [2] - For the first nine months of 2025, total revenue reached 728 million CNY, up 23.43% year-on-year, with a net profit of 137 million CNY, an 18.82% increase [2] Customer and Market Insights - The revenue from the largest customer in Q3 2025 decreased compared to the previous quarter [3] - Revenue from the automotive sector accounted for approximately 69% of total revenue in Q3 2025, with a year-on-year growth of 33% in the first nine months [3][4] - Domestic sales showed a 1% increase compared to Q2 2025, while overall sales remained stable [3] Production and Capacity - Domestic production capacity is concentrated in Dongguan, Jiangmen, and Suzhou, with high equipment utilization rates [4] - A new factory project in Dongguan is underway, covering nearly 7,000 square meters, expected to be operational by mid-2026 [4] - The Mexican facility is operational, while the Moroccan and Vietnamese factories are not expected to commence operations in the short term [4] Strategic Decisions - The company’s production layout is designed to meet the Just-In-Time (JIT) inventory management needs of the automotive industry, enhancing delivery efficiency and reducing logistics costs [4] - The company’s pricing strategy focuses on reasonable pricing through communication with clients, avoiding price wars with competitors [4] Research and Development - The company is developing tendon ropes and protective tubes for humanoid robots, currently in the testing phase [5] - The total investment for the Vietnamese subsidiary is planned to be no more than 900,000 USD, with a factory area of approximately 5,000-6,000 square meters [5] Risk Awareness - The company acknowledges that fluctuations in raw material prices, which account for about 65% of the main business costs, can impact gross margins [4] - Investors are advised to be aware of the risks associated with future plans and performance estimates, as these do not constitute binding commitments [5]

Core Viewpoint - The company, Wulian Lithium (002245.SZ), announced an investment in an LED project in Malaysia through its subsidiary, Huai'an Aoyang Shunchang Optoelectronic Technology Co., Ltd, with a total investment of $83.88 million [1] Group 1 - The project involves the establishment of a new LED CSP project, which will be implemented through a wholly-owned subsidiary set up in Malaysia [1] - Upon completion and reaching full production capacity, the project is expected to achieve a monthly production capacity of 700KK chip point testing and CSP chip packaging [1] - This investment is aimed at significantly enhancing the company's ability to supply products to overseas customers and expand its market reach, laying a solid foundation for the company's global industrial layout [1]

Core Viewpoint - The company, Shenzhen Kaizhong Precision Technology Co., Ltd., plans to establish a subsidiary and build a production base in Thailand to enhance its overseas connector and precision component business strategy [2] Investment Details - The investment amount for the new subsidiary and production base in Thailand is not to exceed 250 million RMB, which includes purchasing land and constructing fixed assets [2] - The funding sources for this investment will be the company's own funds and self-raised funds, with the actual investment amount subject to approval by Chinese and local authorities [2]

Group 1 - The company plans to establish a subsidiary and build a production base in Thailand to enhance its overseas connector and precision component business strategy [1] - The total investment amount for this project will not exceed 250 million RMB (or equivalent in other currencies), which includes land purchase and fixed asset construction [1] - Funding for the investment will come from the company's own funds and self-raised funds, with the actual investment amount subject to approval by Chinese and local authorities [1]