证券代码：300415 证券简称：伊之密 伊之密股份有限公司投资者关系活动记录表 编号：2025-10 | | 特定对象调研 | 分析师会议 | | | --- | --- | --- | --- | | 投资者关系活 | 媒体采访 | 业绩说明会 | | | 动类别 | | | | | | 新闻发布会 | 路演活动 | | | | 现场参观 | | | | | 其他 | | | | 参与单位名称 | 个人投资者 | | 蒲彩 | | | 个人投资者 | | 赵树忠 | | 及人员姓名 | 个人投资者 | | 叶红明 | | | 个人投资者 | | 聂万路 | | | 个人投资者 | | 陈俊喜 | | | 个人投资者 | | 曾海怡 | | | 个人投资者 | | 许弋川 | | | 个人投资者 | | 梁永忠 | | | 个人投资者 | | 周智敏 | | | 个人投资者 | | 唐捷涛 | | | 个人投资者 | | 谭黔英 | | | 个人投资者 | | 周贤维 | | | 个人投资者 | | 梁海英 | | | 个人投资者 | | 张洁 | | | 个人投资者 | | 谭慧君 | | ...

Group 1: Company Overview - The company operates in the molding equipment industry, focusing on high molecular materials and metal forming, with main products including injection molding machines, die-casting machines, and rubber machines [2] - The company has a strong emphasis on innovation and R&D, with a stable and capable team driving growth in the injection molding machine sector since 2010 [7] Group 2: Market Performance - In 2020 and 2021, the injection molding machine market experienced high demand, but by the second half of 2021, demand stabilized [2] - The injection molding machine industry saw a decline in 2022 but rebounded in 2023, with expectations for steady growth in 2024 [2] - The company anticipates a significant increase in sales revenue for injection molding machines, outpacing the overall industry growth [2] Group 3: Production Capacity - The company has multiple production facilities in China, including a headquarters in Guangdong Shunde with a total area of 80,000 square meters, and additional factories dedicated to various types of molding machines [3] - A new production base in Zhejiang Nanxun, covering approximately 110,000 square meters, is planned to enhance service to the surrounding industrial cluster [3] Group 4: Supply Chain Management - The company has established a dedicated supply chain management center to address the growing procurement scale and ensure production needs are met [3] Group 5: Industry Trends - The automotive industry is the largest downstream sector for the company, driven by the growth of new energy vehicles and lightweight trends [4] - The 3C industry is expected to maintain steady growth in 2025, supported by global economic recovery and consumer demand for smart devices [4] Group 6: Automation and Smart Manufacturing - The company is investing heavily in automation and smart manufacturing, integrating technologies such as IoT, big data, and cloud computing to enhance production efficiency and reduce costs [5] - The company has successfully implemented smart manufacturing solutions in its third factory, which is operating at an advanced level within the industry [5] Group 7: International Expansion - The company has over 40 overseas distributors, covering more than 90 countries, and is focused on expanding its market share in strategic regions like North America and Europe [6] - The company has established manufacturing facilities in India and a research center in Germany to enhance its international competitiveness [6] Group 8: Product Development - The company is committed to the development of all-electric injection molding machines, with a continuous growth trend expected in 2024 [8] - The LEAP series of die-casting machines has achieved significant market success due to its advanced technology and high-quality output [9]