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浙海德曼分析师会议-20250923
Dong Jian Yan Bao· 2025-09-23 14:47
Report Overview - Report Industry: General Equipment [2] - Research Object: Zhehaide Man [17] - Reception Time: September 23, 2025 [17] - Company Representatives: Independent Director Lou Hang, Financial Controller He Liyun, Director and General Manager Bai Shengwen, Deputy General Manager and Board Secretary Lin Sujun [17] Core Views - The company has achieved partial self - production of parts and is working on others [24]. - The company undertakes robot - related parts manufacturing and OEM business, and will gradually achieve self - production of relevant core parts with technological breakthroughs [24]. - The company's main business is still high - end CNC machine tools, and it enters the robot and machine dog industry in a subcontracting mode [24][25]. - The company is in the process of trial - production of prototypes for its robot and machine dog projects, and relevant financial data is being collected [25]. - Besides Matrix Super Intelligence, the company is in negotiation with other robot manufacturers [25]. Summary by Directory 01. Research Basic Situation - The research object is Zhehaide Man in the general equipment industry, and the reception time is September 23, 2025. The company's independent director, financial controller, director and general manager, and deputy general manager and board secretary received the investors [17]. 02. Detailed Research Institutions - The reception objects include investors and others [20]. 03. Research Institution Proportion - No relevant content provided. 04. Main Content Data - **Self - produced parts**: The company has achieved partial self - production of parts and is working on others [24]. - **Value of robot parts**: The company undertakes robot - related parts manufacturing and OEM business, and relevant core parts will be self - produced gradually [24]. - **Revenue and profit from new business**: Due to the increasing number of host - factory customers and the parts being in the R & D and testing phase, the company does not predict revenue and profit for now. The main business is high - end CNC machine tools [24]. - **Profit margin and advantages**: The robot and machine dog projects are in the prototype trial - production stage, and relevant financial data is being collected. The company is also researching peer situations [25]. - **Potential cooperation**: Besides Matrix Super Intelligence, the company is in negotiation with other robot manufacturers [25]. - **Robot progress**: The company undertakes robot - related parts manufacturing and OEM business, and the technical preparation is in progress. The main business is high - end CNC machine tools [24][25]. - **Production capacity**: The company currently has a preliminary production capacity scale and will expand production in the future [25]. - **Expected shipment volume**: Since the products are in the iterative stage, the company cannot judge the host - factory shipment volume from the processing hardware and suggests paying attention to the host - factory market launch [25].