证券代码：300718 证券简称：长盛轴承 浙江长盛滑动轴承股份有限公司 投资者关系活动记录表 编号：2025-012 | 投资者关系 |  特定对象调研 □分析师会议 □媒体采访 | | --- | --- | | 活动类别 | 业绩说明会 □新闻发布会 □路演活动 | | | □现场参观 □其他 （请文字说明其他活动内容） | | | 大和证券刘伟健、罗畅，宝云资本林杰明，渤海证券宁前羽，金圆统 | | | 一证券蔡宏宇，三井住友德思资管孙伟，大和日华倪滨拓，高盛资管 | | 参与单位名称及 | 邵冬妮，招商银行张恒，柏治资本张小平，电科投资郑雨晨，天九投 | | | 资张吉喆，国寿安保闫阳，新华基金梁文博，华商基金张月，方正富 | | 人员姓名 | 邦李朝昱，煜德投资李昊，英大基金鱼翔，长城财富保险资管江维， | | | 民生加银基金范明月，鑫顺资本石苑强，棕榈湾投资巩显峰，禾永投 | | | 资张文乾。 | | | 2025 年 7 月 23 日 15:30—16:30、2025 年 7 月 24 日 11:00—12:00、 | | 时 间 | | | | 13:30—14:30 | | 地 点 ...

Revenue Distribution - The automotive and engineering machinery sectors account for approximately 80% of the company's total revenue, with the automotive sector showing continuous growth and surpassing the engineering machinery sector in revenue contribution [2] - The top five customers contributed 18.49% to the company's revenue in 2024, indicating a diversified customer base without reliance on a single client [2] Capacity Utilization - The company's current capacity utilization is at a normal level, with sufficient flexibility to meet the growing demands in the automotive and robotics sectors [2] Competitive Landscape - The company positions itself in the mid-to-high-end market, facing competition from major players such as Saint-Gobain, GGB, and DaTong, while maintaining a comprehensive product system and superior product quality [3] Risk Management - The company does not engage in hedging strategies for raw material price fluctuations but has implemented a pricing mechanism that links product sales prices to raw material costs to mitigate price volatility [3] - Plans to enhance core technological innovation capabilities through increased R&D investment and optimization of product structure are in place to improve profitability [3] Product Advantages in Robotics - The company specializes in self-lubricating bearings, with products designed to meet the demands of impact resistance, maintenance-free operation, lightweight, low cost, low noise, and long lifespan, primarily used in robot joints, wrists, and ankles [3]