这一个个新场景，正是因地制宜发展新质生产力的生动体现。 习近平总书记指出，"发展新质生产力是推动高质量发展的内在要求和重要着力点"。"十四五"期间，我 国促进技术、数据、人才等各类先进生产要素向发展新质生产力集聚，向"新"发力，以"质"取胜，因地 制宜发展新质生产力，为中国经济高质量发展培育新动能新优势。 节假日出游，方案怎么定？现在，大模型不仅可以规划行程、选酒店、找美食，还能提前预判景点人 数，错峰游玩。 "大国重器"的建设里也更加聪明。在万米深井的钻探现场，智能大脑正在实时分析探头转速、地层结构 等海量数据，让钻探效率提升30%；在万吨巨轮上，除锈机器人飞檐走壁，一个小时就可以完成50多平 方米的除锈任务。 五年间，我国高新技术企业数量从2020年时的27万家增长至50多万家；"三新"经济增加值年均增速超过 8.5%，占GDP比重已经提升至18.01%。 新增长点不断涌现的同时，传统产业也在焕发生机。在这家钢铁企业，智能研发系统可以预测材料性 能，将高端特钢新产品的平均研发周期降低56%；生产线上，视觉检测系统正在对钢材表面进行毫米级 扫描，将过去需要72小时的品质验证流程缩短到8个小时。目前，全国已有 ...

Summary of Zhejiang Dingli's Conference Call Company Overview - **Company**: Zhejiang Dingli - **Industry**: Aerial Work Platforms and Equipment Manufacturing Key Financial Metrics - **Revenue**: - H1 2025: 43.36 billion CNY, up 12.35% YoY - Q2 2025: 24.38 billion CNY, up 1.27% YoY - **Net Profit**: - H1 2025: 10.52 billion CNY, up 27.63% YoY - Q2 2025: 6.23 billion CNY, up 19.4% YoY - **Main Business Revenue**: - H1 2025: 33.74 billion CNY, up 21.25% YoY - **Domestic Market**: Slight decline due to reduced purchases from large clients, but small and medium clients increased purchases by approximately 20% [2][3][6] Market Performance Overseas Market - **U.S. Market**: - Revenue expected to remain flat compared to 2024 due to production and shipping pauses in April and May caused by high tariffs [3][9] - Company has established warehouses in the U.S. to manage inventory and mitigate tariff impacts [4] - **European Market**: - Demand is shifting towards high-end products, with a minimum anti-dumping tax rate of 20.6% enhancing competitiveness [5][14] - Sales expected to improve in H2 2025 despite a weaker first half due to seasonal factors [8][14] - **Non-European and Non-U.S. Markets**: - Growth expected to exceed 20%, driven by urbanization and infrastructure development in regions like the Middle East, Brazil, India, and Africa [5][10] Domestic Market - **Current Trends**: - Increased sales from small and medium clients, with new customer acquisition exceeding 25% [6] - Introduction of oil-to-electric technology to convert diesel equipment to electric, addressing rental challenges and reducing costs [6][20] - **Market Competition**: - Intense competition in the domestic aerial work platform market, but signs of recovery with a 20% YoY increase in small and medium client purchases [3][28] Strategic Initiatives - **Product Development**: - Continuous innovation with new products like rust removal robots and tunnel drilling robots, exploring automation trends to enhance operational efficiency [6][26] - **Cost Management**: - Focus on reducing unnecessary expenses and maintaining cash flow and asset safety amid global economic uncertainties [3][7][16] - **Tariff Management**: - Company has absorbed additional tariff costs without passing them onto customers, maintaining competitive pricing [11][12] Future Outlook - **Market Expansion**: - Continued focus on overseas markets, particularly the U.S. and Europe, while enhancing product competitiveness [3][7][24] - **Capacity Utilization**: - Currently operating at full capacity, with production capabilities expected to meet customer demand without becoming a bottleneck [25] - **Emerging Technologies**: - Plans to introduce unmanned products to overseas markets, responding to increasing demand for automation [27] Additional Insights - **Financial Impact of Tariffs**: - High tariffs have led to increased costs, but the company has strategically managed pricing to avoid customer backlash [11][12] - **Market Dynamics**: - The domestic market is not yet saturated, with significant growth potential as the demand for aerial work platforms continues to rise [28][29] This summary encapsulates the key points from the conference call, highlighting the financial performance, market dynamics, strategic initiatives, and future outlook of Zhejiang Dingli.

Core Viewpoint - Zhejiang Dingli (603338.SH) has successfully begun selling its painting and rust removal robots to end customers, achieving high customer satisfaction [1] Company Summary - The company has introduced painting and rust removal robots to the market, indicating a diversification of its product offerings [1] - Customer feedback has been positive, suggesting strong market acceptance and potential for future sales growth [1]