橡胶零部件制造

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丰茂股份(301459) - 301459丰茂股份投资者关系管理信息20250728
2025-07-28 09:18
Group 1: Company Overview and Business Strategy - The company operates in the precision rubber components market, which has shown steady growth globally [3] - The transmission system business faces a dual structure of "international foreign monopoly and domestic fragmentation" [3] - International market is dominated by giants like Gates and ContiTech, while domestic firms are numerous but small, requiring consolidation [3] Group 2: Production Capacity and Investment Projects - All production projects funded by the company are progressing normally, with some production lines already operational [3] - The intelligent factory for transmission belts and the expansion project for tension wheels are still under construction [3] - Future capacity optimization is expected to positively impact the company's main business scale and performance growth [3] Group 3: International Business Development - The company leverages the Michelin brand to expand its international market presence [3] - New partnerships with international clients have been established, with products exported to Europe, Southeast Asia, and South America [3] - The company aims to continue expanding its overseas business in other regions [3] Group 4: Robotics Business Progress - The company is exploring compatibility between its core products and robotics motion control algorithms and hardware platforms [4] - Key components include rubber transmission systems and sealing systems, enhancing the durability and dynamic sealing performance of robots [4] - A dedicated robotics division has been established, with sales of transmission and sealing components already initiated [4]