IPT300 分布式总线阀岛
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汇川技术(300124) - 投资者关系活动记录表(2025年9月15日-9月30日)
2025-10-09 09:36
Group 1: Investor Relations Activities - The company conducted multiple investor relations activities from September 15 to September 30, 2025, including on-site research, phone conferences, and roadshows, involving a total of 9 to 20 participants per session [2][4][5][6][7][8][9][10][11]. - Notable participants included GIC, CBUS, OAKTREE Capital Management, and Morgan Stanley, among others [2][4]. Group 2: Product and Business Expansion - The company has expanded its product line from frequency converters to servo systems and electric control systems for new energy vehicles, driven by core technology and customer demand [7][8]. - New products such as precision machinery, pneumatic products, and sensors are being promoted through a bundled sales strategy, enhancing customer satisfaction [7][8]. - The company introduced the IPT300 distributed bus valve island, which reduces tubing and cable costs by 67% and communication failure risks by 90%, while improving production rhythm by 20% [7][8]. Group 3: Focus on Process Industry - The company aims to strengthen its presence in the process industry, which requires high reliability and system solutions, by enhancing its digital capabilities and creating model projects [8][9]. - The company is addressing the digital transformation in the process industry, focusing on data-driven solutions to support new industrialization [8]. Group 4: Digital Energy Solutions - The company launched the InoCube-FEMS platform, which optimizes electricity usage strategies, reduces costs, and supports carbon certification [8][9]. - InoCube-FEMS has reportedly saved approximately 4 million yuan in annual electricity costs for the company's park and has been successfully applied in various industries [9]. Group 5: Robotics Development - The company is actively developing humanoid robots, showcasing components such as bionic arms and actuators at the China International Industry Fair [10]. - The focus is on providing scene-based products and solutions tailored to manufacturing scenarios [10]. Group 6: Internationalization Strategy - The company aims to increase its overseas business share, focusing on brand building, establishing international platforms, and exporting customized solutions to multinational clients [11]. - The strategy includes leveraging past successes in the Chinese market to enhance international presence [11].