证券代码：300718 证券简称：长盛轴承 浙江长盛滑动轴承股份有限公司 投资者关系活动记录表 编号：2025-012 | 投资者关系 |  特定对象调研 □分析师会议 □媒体采访 | | --- | --- | | 活动类别 | 业绩说明会 □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） | | | 大和证券刘伟健、罗畅，宝云资本林杰明，渤海证券宁前羽，金圆统 | | | 一证券蔡宏宇，三井住友德思资管孙伟，大和日华倪滨拓，高盛资管 | | 参与单位名称及 | 邵冬妮，招商银行张恒，柏治资本张小平，电科投资郑雨晨，天九投 | | | 资张吉喆，国寿安保闫阳，新华基金梁文博，华商基金张月，方正富 | | 人员姓名 | 邦李朝昱，煜德投资李昊，英大基金鱼翔，长城财富保险资管江维， | | | 民生加银基金范明月，鑫顺资本石苑强，棕榈湾投资巩显峰，禾永投 | | | 资张文乾。 | | | 2025 年 7 月 23 日 15:30—16:30、2025 年 7 月 24 日 11:00—12:00、 | | 时 间 | | | | 13:30—14:30 | | 地 点 ...

Group 1: Company Overview - The company specializes in the research, production, and sales of self-lubricating bearings and high-performance polymers, with key products including self-lubricating bearings, low-friction components, and precision castings [2] - In 2024, the company's revenue grew by 2.84% year-on-year, with significant income derived from the automotive and engineering machinery sectors, which together account for approximately 80% of total revenue [2] - The automotive sector has shown continuous growth, with over 100 self-lubricating bearings used in each vehicle, primarily in seats, hinges, steering systems, and shock absorbers [2] Group 2: Market Trends and Projections - The engineering machinery sector experienced a decline in revenue in 2024, but early 2025 data indicates a recovery trend, with expectations for slight revenue growth in the future [2] - The company is actively researching applications of self-lubricating bearings in robotics, focusing on joints and linear actuators, with some products already in mass production while others are in the sampling and testing phase [3] Group 3: Product Development and Applications - The company emphasizes the development of self-lubricating materials, leveraging industry-leading technologies in material formulation and surface composite techniques [4] - Current collaborations with manufacturers of robotic grippers involve products in the sampling and testing stages, including self-lubricating bearings and micro ball screws [3] - The company has achieved mass production of certain screw products for the automotive sector, which are applicable in braking, steering, parking systems, and gearboxes [3] Group 4: Client Relationships - The company has established long-term, stable partnerships with major global suppliers in the automotive and engineering machinery sectors, including companies like BorgWarner, Aptiv, and Caterpillar [5] - The high entry barriers and long certification times in the automotive and engineering machinery supply chains contribute to the stability of client relationships, making it difficult for clients to switch suppliers once a partnership is established [4]