Group 1: Impact of Tariffs and Globalization - The company has established a global production base in Vietnam, India, Mexico, and Romania to mitigate the direct impact of tariffs on exports, achieving growth in the tools segment despite adverse conditions [2][3] - Short-term cost increases may arise from fixed asset investments and cross-regional supply chain coordination, but mid to long-term strategies include passing reasonable cost pressures to downstream customers [3][4] - Companies with mature overseas production capabilities and resilient supply chains are expected to gain long-term trust from major clients and capture market share amid supply chain integration [3][4] Group 2: Electric Tools Market Trends - The electrification and cordless trends are driving the penetration rate of electric tools, with the company focusing on high-value industrial and professional-grade products [4][5] - The company aims to expand its customer base and product categories to generate new incremental contributions [4][5] Group 3: Smart Automotive Business Growth - The acceleration of smart automotive trends is expected to increase demand for intelligent modules, with the company implementing strategies to expand both customer and product offerings [5][6] - The company’s laser radar motors are positioned as key components for L2+ level smart driving systems, with a focus on high precision and reliability [6][7] Group 4: Commercial Cooking Machines - The company’s commercial cooking machines utilize advanced control algorithms for precise temperature control and intelligent frying, holding multiple industry patents [8][9] - The market potential for commercial cooking machines is expanding due to rising demands for efficiency and standardization in the restaurant industry, particularly with the entry of major players like Meituan and JD [8][9] Group 5: Robotics Sector Strategy - The company offers a range of products in the robotics sector, including components and complete machines, with a focus on industrial and commercial applications [10] - The commercial cooking robot has seen a doubling in shipment volume, driven by the demand for cost reduction and efficiency in the restaurant industry [10] - The company is positioned to capture market share in humanoid robotics by focusing on core components and validating products for specific applications [10]

Group 1 - The company focuses on the commercial cooking machine sector, specifically in the area of stir-frying machines [1] - Products utilize advanced control algorithms to achieve precise temperature control and intelligent stirring [1] - The company integrates its products with the Tuobang Smart Cloud platform to ensure standardization and intelligence in Chinese cuisine production [1] Group 2 - The company aims to set a new benchmark in the smart catering industry by balancing efficiency and quality [1]

Group 1: Financial Performance - The company achieved a revenue of 5.5 billion yuan in the first half of 2025, representing a year-on-year growth of 9.7% [3] - The net profit attributable to shareholders was 383 million yuan, showing a slight decline compared to the previous year [3] - Despite a decrease in domestic revenue, gross profit increased due to strategic avoidance of high-risk orders and focus on high-margin products [7][8] Group 2: Business Growth Areas - The home appliance sector saw significant growth, driven by deepening cooperation with major global clients and successful market expansion of innovative products [4] - The smart automotive sector is expanding, focusing on core products like electric motors and charging stations, with the company positioned among the top suppliers in the market [6] - The digital energy segment is undergoing structural optimization, targeting high-value areas to recover growth momentum [9] Group 3: Market Challenges and Strategies - Ongoing trade conflicts and tariff adjustments are impacting global supply chains, prompting the company to enhance product innovation and optimize customer structure [3] - The company is actively exploring AI technology applications, aiming to capture new market opportunities in the AI-driven landscape [11] - Despite challenges in the domestic market, the company is leveraging its global presence to mitigate tariff impacts and expand market share [10]