浙江丰茂科技股份有限公司于2025年9月4日15:00 - 16:00，以业绩说明会的形式，通过价值在线 泰国生产基地采用与自动化生产结合模式，旨在降低关税和物流成本，同时依托"米其林"品牌授权拓展 海外经销商网络。该基地将于今年下半年投产，初期优先满足东南亚本地化订单需求，逐步覆盖欧美等 海外市场，建成后将提升公司国际市场份额。 上半年研发成果 公司上半年持续强化技术创新能力，推动新产品开发和应用领域拓展。具体研发项目进展可参考《2024 年年度报告》相关章节，后续研发项目最新进展将在定期报告中统一更新。 海外拓展规划 公司通过在新加坡设立全资子公司，在泰国设立全资孙公司建设生产基地，积极推进产能扩张与全球化 布局，重点拓展东南亚及欧美市场。 （https://www.ir-online.cn/）网络互动平台，接受了线上参与公司2025年半年度业绩交流会的全体投资 者调研。出席本次活动的公司人员包括董事长蒋春雷、总经理王军成、董事会秘书吴勋苗、财务总监孙 婷婷以及独立董事宋岩 。 在此次业绩说明会上，投资者就公司多个业务板块及发展规划进行了提问，公司管理层也做出了详细解 答。 机器人板块业务布局 公司高度重 ...

Group 1 - The company Fengmao Co., Ltd. (301459.SZ) has recently engaged in investor relations activities, indicating that its transmission system products are now applied in the industrial robotics sector and have achieved mass supply [1] - The company's sealing system products have been supplied to leading domestic reducer manufacturers such as Zhongdali De, Fengli Intelligent, and Lvyihuanbo, resulting in order revenue [1]

证券代码：301459 证券简称：丰茂股份 答:尊敬的投资者，您好！公司上半年不断强化技术创新能 力，推动新产品开发和应用领域的拓展。具体研发项目进展情 况请您参考公司披露的《2024 年年度报告》第三节"管理层讨 论与分析"中"四、主营业务分析"之"4、研发投入"章节内 容，公司将在后续定期报告中统一更新相关研发项目最新进展。 感谢您的关注！ 4、公司未来对于海外拓展具体有什么规划？泰国生产基 地预计什么时候可以投产呢？ 答:尊敬的投资者，您好！公司正积极推进产能扩张与全球 化布局，已通过在新加坡设立全资子公司，并在泰国设立全资 孙公司建设生产基地，以进一步拓展海外市场，特别是东南亚 及欧美市场。泰国生产基地将于今年下半年投产，初期将优先 满足东南亚本地化订单需求，并逐步覆盖欧美等海外市场。感 谢您的关注！ 5、公司未来如何在行业的竞争中保证自身的优势？ 答:尊敬的投资者，您好，公司深耕精密橡胶零部件行业多 年，积累了丰富的行业技术经验与独有的自身竞争优势，具体 情况请参考公司披露的《2025 年半年度报告》第三节"管理层 讨论与分析"中"二、核心竞争力分析"章节内容。未来，公 司将持续加大研发投入，优化产 ...

Group 1 - The company plans to allocate 20 million yuan of its raised funds to the "Intelligent Chassis Thermal Control System Production Base (Phase I) Project" [1] - The project will be located in the Yuyao Industrial Park, specifically in the Lanjing Urban Industrial Park, focusing on the production of thermal management systems, air suspension systems, and sealing systems [1] - The total investment for the project is estimated at 601 million yuan, with a construction timeline of 2 years [1]

Group 1 - The company plans to allocate part of the raised funds, amounting to 20 million yuan, for the "Intelligent Chassis Thermal Control System Production Base (Phase I) Project" [1] - The project will be located in the Yuyao Industrial Park, specifically in the Lanjing Urban Industrial Park, and will focus on the production of thermal management systems, air suspension systems, and sealing systems [1] - The total investment for the project is estimated to be 601 million yuan, with a construction timeline of 2 years [1]

Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Views - The company's performance in 2024 and Q1 2025 met expectations, with 2024 revenue reaching 18.85 billion yuan, a year-on-year increase of 9.33%, and net profit attributable to shareholders reaching 1.25 billion yuan, up 10.63% year-on-year [8] - The company is accelerating its expansion in the lightweight and air suspension markets, with significant progress in its robotics business, which is a core strategic focus for future development [8] - The company has secured a total order value of 15.2 billion yuan for its domestic air suspension business, with a total assembly product order value of approximately 1.7 billion yuan [8] - The company has signed strategic cooperation agreements with several partners to enhance its robotics product production capabilities [8] Financial Summary - Total revenue forecast for 2024 is 18.85 billion yuan, with a projected growth of 15.30% in 2025 and 15.00% in 2026 [1][9] - Net profit attributable to shareholders is expected to reach 1.59 billion yuan in 2025, reflecting a growth rate of 26.97% [1][9] - The company's earnings per share (EPS) is projected to be 1.21 yuan in 2025, with a price-to-earnings (P/E) ratio of 14.36 [1][9] - The gross profit margin for Q4 2024 was 24.52%, showing an increase compared to the previous year [8]