Group 1: Company Overview - The company operates in the specialized intelligent equipment manufacturing industry, focusing on tire manufacturing and automotive intelligent equipment sectors [1] - It provides key tire intelligent manufacturing equipment, industrial internet service platforms, and intelligent logistics equipment and solutions [1] - The company has a strong financial position with sufficient cash flow and stable internal operations [1] Group 2: Product and Client Base - Main products include tire intelligent equipment, AGV intelligent logistics equipment, and manufacturing and maintenance of aircraft component transport fixtures [1][3] - Key clients are domestic and international tire manufacturers, automotive manufacturers, and specialized equipment manufacturers [1] Group 3: Revenue Composition - As of the first half of 2025, overseas sales accounted for over 80% of total revenue, showing significant growth compared to the same period last year [1] Group 4: Market Position - The company’s core product, the all-steel radial tire forming machine, holds a leading position in both domestic and international markets, recognized as a national-level manufacturing champion product [2] Group 5: Future Product Strategy - Plans to integrate AGV intelligent logistics robots with tire production equipment for composite innovation while also developing AGV as an independent product line [3] Group 6: Customer Service Approach - The company has been recognized as a national-level service-oriented manufacturing demonstration enterprise, providing customized services during product development and maintenance [4] - It offers equipment operation tracking, energy consumption monitoring, and fault warning services through industrial IoT [4] Group 7: Long-term Contracts - The company has been the first non-European contractor for Airbus since 2007, responsible for manufacturing and maintenance of aircraft component transport fixtures in China and Europe [5] - Contracts for the Airbus A320 series component transport fixtures extend until 2038, ensuring ongoing business [5]

Financial Performance - The company's net profit for the first quarter increased by 10.83% year-on-year, amounting to 39.79 million yuan [1] - However, the net profit attributable to shareholders decreased by 37.08% to 39.79 million yuan [2] Growth Strategies - The company is focusing on integrating new technologies such as IoT, big data, and logistics robots with traditional products to enhance R&D and product upgrades [2][5] - A strategic investment of 30 million yuan in Tianjin Yuanshan Medical Technology Co., Ltd. indicates a diversification into the medical industry [4] Market Expansion - The company has successfully expanded its domestic sales proportion, which has positively impacted market reach despite affecting overall performance [2] - Products are exported to over 20 countries, with plans to further explore international markets [6] R&D Investment - In 2024, the company invested 59.84 million yuan in R&D, representing 7.88% of its revenue [5] - The focus of R&D is on enhancing product intelligence, digitalization, and flexibility to improve market competitiveness [5] Shareholder Returns - The company plans to distribute a cash dividend of 0.21 yuan per 10 shares (tax included) [7] - Future strategies for shareholder returns may include stock buybacks and other methods to enhance shareholder value [7] Industry Outlook - The company aims to provide integrated solutions combining tire production equipment and intelligent logistics, enhancing the overall market adaptability and profitability [6] - Continuous innovation and product upgrades are expected to solidify the company's competitive edge in the tire manufacturing sector [7]