Group 1: gLINK Bus and Standardization - gLINK I/II is a self-developed industrial communication bus by the company, crucial for industrial equipment [3] - The company is advancing the standardization of gLINK, which has both formal and practical significance in the market [3] - gLINK has shown promising application progress in semiconductor and high-end CNC fields [3] Group 2: Revenue Growth and Market Potential - The company sees a development space of hundreds of billions in high-end micro-nano equipment, particularly in semiconductor and CNC machine tools [3] - The market size for semiconductor equipment in mainland China exceeds 200 billion CNY, with over 10 billion CNY potential for components and systems [3] - The CNC machine tool industry has a scale of 4-5 trillion CNY, also offering a market space of billions for CNC systems [3] Group 3: Domestic Market Focus and Opportunities - Domestic manufacturing, with a scale of 40 trillion CNY, is viewed as the core development opportunity for the company [3] - The company acknowledges the potential of domestic substitution but emphasizes the importance of understanding local market needs [3] Group 4: International Expansion - The company has established a subsidiary in Hong Kong to facilitate international business, focusing on Eastern Europe, North America, Southeast Asia, and South Asia [4] - Current international revenue contribution remains small, with most client support provided domestically [4] Group 5: Robotics Market and Challenges - The company is cautious about the humanoid robot market, focusing on the integration of motion control components in various robotic systems [4] - The main challenge in the robotics field is identifying valuable application scenarios and establishing a commercial loop [4] Group 6: Sales Model and Channel Expansion - The company primarily uses a direct sales model but plans to expand its distribution channels in the future [4] - Engineers are currently involved in on-site production to gather product requirements and define solutions [4] Group 7: Core Competitive Advantages - The company's core competitive advantages lie in technological accumulation, scene adaptation, and commercial closure [5] - It has established a stable customer base of over 2,000 clients, maintaining a 20% R&D investment for continuous innovation [5]