9月15日下午，科力装备（301552.SZ）参加主题为"真诚沟通 传递价值"——2025年河北辖区上市公司 投资者网上集体接待日暨2025年半年报集体业绩说明会活动。 会上，问及核心竞争力在上半年的经营中具体体现，董事、总经理于德江表示，公司作为国内规模最大 的注塑类和挤出类汽车玻璃总成组件供应商，核心竞争力优势在2025年上半年经营助力如下： 技术与产品优势：掌握领先核心技术，含七项产品开发技术、两大类生产工艺技术，产品规格超6000 种，积累多家整车厂开发经验与数据，能高效满足客户设计需求，提升产品性能、降低成本。 研发投入与成果：2025年上半年研发投入1646.05万元，同比增长28.73%，聚焦创新新材料与技术。如 抗VOC污染吸光涂层技术，攻克辅助驾驶摄像头区域VOC污染难题，抑制漫反射杂光，已用于新能源 汽车摄像头支架，获小米汽车定点采用，提升技术壁垒与品牌影响力。 客户资源优势：汽车玻璃行业集中度高，公司凭借技术、生产、质量、交付优势，进入福耀玻璃、圣戈 班等全球知名厂商供应链，建立长期稳定合作。 市场布局与响应能力：持续拓展海外市场，美国市场采用"EXW贸易模式+本土化生产"策略，俄亥俄州 ...

Group 1: Company Overview and Strategic Partnerships - The company collaborates directly with major automotive manufacturers such as Great Wall Motors and Dongfeng Nissan, focusing on specific products [2] - The company has a strong partnership with Fuyao Glass, which continues to deepen, ensuring stable business growth [5] Group 2: Financial Impact and Risk Management - The impact of U.S. tariffs on the company is minimal, as most products are traded under EXW terms, with tariffs borne by customers [3] - The company is actively promoting localized production through its U.S. subsidiary to mitigate tariff risks [3] Group 3: Cost Reduction and Efficiency Improvement - The company has established an automation department to enhance production efficiency and reduce costs [3] - Digital management upgrades are being implemented through various systems (PLM, APS, ERP, MES, WMS, OA) to support efficient operations and decision-making [3] - Lean production principles are being adopted to optimize production processes and reduce costs [4] Group 4: Competitive Advantages - The company is the largest domestic supplier of injection and extrusion automotive glass components, providing a scale advantage [5] - Strong profitability and intelligent manufacturing capabilities contribute to cost advantages [5] - The company has a global presence as a supplier to major automotive glass manufacturers [5] - Advanced core technologies in product development and production processes give the company a technological edge [5] Group 5: Innovation and Future Prospects - The company is developing a new nano composite color coating technology that enhances safety in autonomous driving applications [5] - This technology addresses VOC pollution and reduces glare, improving product performance and market competitiveness [5]