Core Viewpoint - The company focuses on the automotive parts sector and is the largest domestic supplier of injection and extrusion automotive glass assembly components [1] Group 1: Company Overview - The company specializes in the automotive parts field, particularly in injection and extrusion automotive glass assembly components [1] - The company has recently expanded into nano-coating materials, which are expected to penetrate additional industries such as robotics and 3C electronics [1] Group 2: Compliance and Disclosure - The company does not currently have any products applied in the rocket business and will continue to strictly adhere to legal and regulatory requirements for information disclosure [1]

Core Viewpoint - The company, Keli Equipment (301552.SZ), positions itself as the largest domestic supplier of injection and extrusion automotive glass assembly components in China, successfully integrating into the global supply chains of major automotive glass manufacturers. Group 1: Company Positioning - Keli Equipment is recognized as the largest domestic supplier in the injection and extrusion automotive glass assembly sector [1] - The company has established a presence in the global supply chains of four major automotive glass producers: Fuyao Glass, AGC, NSG, and Saint-Gobain [1] Group 2: Competitive Advantages - The company leverages its strengths in technology research and development, manufacturing processes, and quality management to maintain its competitive edge [1]

Core Viewpoint - Company highlights its competitive advantages in the automotive glass assembly component industry during the 2025 semi-annual performance briefing, emphasizing technology, R&D investment, and customer resource advantages [1][2] Group 1: Competitive Advantages - Company is the largest domestic supplier of injection and extrusion automotive glass assembly components, showcasing its core competitive strengths in the first half of 2025 [1] - The company possesses leading core technologies, including seven product development technologies and two major production process technologies, with over 6000 product specifications [1] - Established long-term stable partnerships with globally recognized manufacturers such as Fuyao Glass and Saint-Gobain, leveraging its technological, production, quality, and delivery advantages [1] Group 2: R&D Investment and Achievements - In the first half of 2025, the company invested 16.46 million yuan in R&D, representing a year-on-year increase of 28.73%, focusing on innovative new materials and technologies [1] - Developed anti-VOC pollution light-absorbing coating technology, addressing VOC pollution issues in the auxiliary driving camera area, which has been adopted by Xiaomi Automotive for its camera bracket [1] Group 3: Market Expansion and Responsiveness - The company is actively expanding its overseas market presence, employing an "EXW trade model + localized production" strategy in the U.S., with a production base in Ohio that has completed equipment procurement [2] - The company is enhancing its market share globally and possesses the capability to respond quickly to customer demands [2]

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]