新产品的开发，全面提升公司综合实力，努力把公司营造成为 一家技术领先、品质卓越、服务优秀的车用电机技术解决方案 的供应商。 问题二：请问新能源车在配置方面为什么会注重消费件和外观 件？公司电机产品成本竞争态势如何？ 答：在新能源汽车领域，较多部件所具备的独特外观设计 以及新型实用功能，对潜在购车者而言具有强大的吸引力。以 隐形门把手、电动尾门等产品为例，随着其在市场上的渗透率 不断提升，它们不大容易出现市场需求萎缩的情况。相反，由 于其在提升车辆整体吸引力方面的重要作用，市场需求有望持 续保持稳定甚至增长。 在电机销售方面，与 2024 年相比，今年上半年电机的销 售均价变动幅度不大。这主要是因为当前电机价格已经处于相 对较低的水平。行业内一般不会出现恶性价格竞争的情况。这 种相对稳定的价格态势，有助于市场的健康发展，保障了电机 销售市场的有序运行。 问题三：公司传统清洗业务板块持续承压，在新客户开拓方面 有何规划？ 证券代码：300969 证券简称：恒帅股份 宁波恒帅股份有限公司 投资者关系活动记录表 编号：2025-016 | | 特定对象调研 □分析师会议 | | --- | --- | | 投资者关 ...

Group 1: Financial Performance - The company's Q1 2025 revenue was 24,158.93 million CNY, a decrease of 16.04% compared to 20,283.21 million CNY in the previous year [2] - The net profit attributable to shareholders for Q1 2025 was 4,180.08 million CNY, down 35.48% from 6,478.89 million CNY in the previous year [2] - The gross margin for Q1 2025 was 32.22%, showing a decline from 36.79% in Q1 2024 and 32.5% in Q4 2024, indicating a relatively stable performance despite the decrease [3] Group 2: Business Segments and Growth Potential - The traditional cleaning business remains under pressure, with no significant recovery observed in Q1 2025 [2] - The company is focusing on expanding its cleaning system business, particularly in overseas markets, which present significant growth opportunities [4] - The ADAS active perception cleaning system is expected to provide substantial market value growth compared to traditional cleaning systems [4] Group 3: Robotics and Motor Products - The company is actively engaging with overseas clients in the humanoid robot sector and plans to accelerate domestic customer expansion [5] - The development of seat motors, including adjustment and massage functions, is progressing well, driven by consumer demand for comfort and quality [6] - The tailgate motor segment has seen rapid growth, with revenue primarily driven by increased penetration among major clients and the acquisition of new customers [6] Group 4: Future Development Plans - The company aims to deepen its focus on vehicle motors and cleaning systems, with plans to expand into new motor categories and fluid products [6] - There is a strategic emphasis on developing high-torque brushless motors and various electric motors for automotive applications, laying a solid technical foundation for future growth [6]

证券代码：300969 证券简称：恒帅股份 宁波恒帅股份有限公司 投资者关系活动记录表 答：公司一季度营业收入为 20,283.21 万元，较上年的 24,158.93 万元下降 16.04%，归属于上市公司股东的净利润为 4,180.08 万元，较上年的 6,478.89 万元下降 35.48%。2025 年 一季度，公司收入和利润均呈现一定程度的下降。 从业务拆分情况来看，传统清洗业务板块依旧承压，一季 度仍未得到缓解。在电机业务板块也出现短期下滑，主要原因 在于部分客户账期逾期过长，基于应收账款风险和账期管控的 考量，暂缓对该部分客户的供货。这一偶发性因素对一季度收 入产生了不利影响，相关业务后续会逐步恢复正常。 编号：2025-010 | | 特定对象调研 | □分析师会议 | | --- | --- | --- | | 投资者关系活动类 | □媒体采访 | □业绩说明会 | | 别 | □新闻发布会 | □路演活动 | | | □现场参观 | | | | 其他 （电话会议） | | | 参与单位名称及人 | 申万资管：李京；七匹狼控股：陈慧玲；世纪证券:李俊杰；创 | | | | 富兆业：崔华钦 ...