科力装备（301552.SZ）10月23日在投资者互动平台表示，公司是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，依托在技术研发、制造工艺和质量管理等方面的优势，成功进入四大汽车玻璃生 产商福耀玻璃、艾杰旭、板硝子、圣戈班的全球供应链体系。 （记者 王晓波） 每经AI快讯，有投资者在投资者互动平台提问：请问贵公司在行业内处于什么位置？在贵公司所在细 分行业算的上全球龙头吗？ ...

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]