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浩物股份(000757) - 2025年7月22日投资者关系活动记录表
2025-07-23 01:32
Group 1: Company Performance and Financials - The company achieved a turnaround in Q1 2025, reporting a net profit of between 28 million and 33 million CNY for the first half of 2025 [5] - The company plans to expand its main business through mergers and acquisitions to enhance profitability [5] - The controlling shareholder is strong and focused on the company's business development, which supports steady high-quality growth [5] Group 2: Production and Capacity Utilization - The company operates 26 advanced flexible crankshaft production lines with an annual capacity of 260,000 units, currently running at full capacity [3] - The company only procures blank parts from suppliers, and fluctuations in their prices can impact gross margins [3] Group 3: Business Strategy and Market Position - The company is focusing on expanding its product categories in the automotive parts sector, particularly in new energy vehicle components [4] - The company has closed three underperforming stores of the Dongfeng Nissan brand, with minimal impact on overall after-sales service business [4] Group 4: Collaborations and Future Prospects - The company opened a sales and service center for Xiaomi cars on December 28, 2024, and has begun vehicle deliveries since March 2025, generating income through commissions [6] - The company is exploring the potential application of its axle products in robotics and drones, indicating a willingness to expand beyond automotive uses [6]