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调研速递|浙江丰茂科技接受全体线上投资者调研,聚焦机器人业务与海外布局要点
Xin Lang Cai Jing· 2025-09-04 10:42
Core Viewpoint - The company is actively engaging in various business sectors, focusing on robotics, international expansion, and maintaining competitive advantages through innovation and strategic planning [1][2][3][4][5][6]. Group 1: Robotics Business Layout - The company has established a robotics division to address the demand for humanoid, household, and underwater robots, with transmission systems already in mass production for industrial robots [2] - Sealing system products have been supplied to leading domestic reducer manufacturers, generating order revenue, and the company plans to develop more products related to the robotics field [2]. Group 2: Thailand Production Base Construction - The Thailand production base will utilize an automated production model to reduce tariffs and logistics costs, leveraging the "Michelin" brand to expand its overseas distributor network [3] - The base is set to commence production in the second half of this year, initially focusing on local Southeast Asian orders before gradually covering European and American markets, which will enhance the company's international market share [3]. Group 3: R&D Achievements in the First Half of the Year - The company has strengthened its technological innovation capabilities, promoting new product development and expanding application areas [4] - Specific R&D project progress can be referenced in the 2024 annual report, with updates on ongoing projects to be provided in regular reports [4]. Group 4: Overseas Expansion Plans - The company is advancing its capacity expansion and global layout by establishing a wholly-owned subsidiary in Singapore and a wholly-owned subsidiary in Thailand for the production base [5] - The focus is on expanding into Southeast Asia and European and American markets [5]. Group 5: Maintaining Competitive Advantages - The company has accumulated extensive technical experience and competitive advantages in the precision rubber components industry over the years [6] - Future strategies include increasing R&D investment, optimizing product structure, enhancing service quality, and strengthening brand building to improve competitive advantages [6]. - The company emphasizes value management, focusing on core business, optimizing governance structure, and strengthening R&D innovation to solidify intrinsic value and promote performance growth [6].
丰茂股份(301459) - 301459丰茂股份投资者关系管理信息20250904
2025-09-04 09:34
Group 1: Business Development - The company has established a robotics division to address various sectors, including humanoid, household, and underwater robots, with existing products already supplied to leading domestic manufacturers [2][3] - The Thailand production base is set to commence operations in the second half of 2025, targeting Southeast Asia and European/American markets, utilizing a combination of local supply and automated production to reduce costs [3] Group 2: Research and Development - The company has strengthened its technological innovation capabilities in the first half of 2025, focusing on new product development and application expansion, with detailed progress available in the annual report [3] - Future plans include increasing R&D investment, optimizing product structure, and enhancing service quality to maintain competitive advantages in the precision rubber components industry [3][5] Group 3: Market Expansion - The company is actively pursuing global expansion by establishing a wholly-owned subsidiary in Singapore and a subsidiary in Thailand to enhance its overseas market presence [3] - The Thailand facility will initially prioritize local orders before gradually expanding to cover European and American markets [3] Group 4: Value Management - The company emphasizes improving its quality as a core aspect of market value management, focusing on core business, governance optimization, and R&D innovation to solidify intrinsic value and drive performance growth [5] - Plans to enhance shareholder returns include optimizing dividend policies based on operational conditions and strategic development needs, aiming to increase dividend frequency and proportion [5]