| 投资者关系活动 | ■特定对象调研 □分析师会议 | | --- | --- | | 类别 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他 （请文字说明其他活动内容） | | 参与单位名称及 | 国盛证券、华创证券、长江证券 | | 人员姓名 | | | 时间 | 2025 年 12 月 11 日 | | 地点 | 公司金华基地 | | 上市公司接待人 | 财务总监、董事会秘书 张雷刚 | | 员姓名 | 万里扬机器人科技公司总经理 郭恩有 1、公司机器人零部件业务进展情况 | | | 答：公司机器人零部件产品主要包括机器人电机、谐波减速器、行星减速 器等单品和组合的关节模组等产品。 | | | 目前，公司正在为2个客户共11个产品进行开发制造，包括谐波减速器、 | | | 谐波关节模组、行星关节模组。其中，3个型号的行星关节模组已完成制造， | | 投资者关系活动 | 其他产品也将陆续完成制造，并交付给客户进行测试。 | | 主要内容介绍 | 同时，正在和多家客户进行技术交流和产品对接，积极推动开发更多客户 | | | 市场。 | | | ...

Core Viewpoint - Wanliyang (002434) is actively expanding its international market presence for CVT automatic transmissions and MT manual transmissions while also focusing on the development of EV reducers and related products to increase sales [1] Group 1 - The company is currently supplying various models of domestic customers with its CVT and MT transmissions [1] - There is a strong emphasis on increasing direct export sales of CVT products [1] - The company is committed to the development of pure electric vehicle (EV) reducers and related products to boost sales [1]

Group 1: Business Overview - The company operates in two main sectors: automotive components and new energy storage [2] - Automotive components include research, production, and sales of transmission and drive system products for passenger vehicles, commercial vehicles, and new energy vehicles [2] - The company is also focusing on non-road transmission/drive systems, including electric drive systems for construction machinery and high-power tractors [2] Group 2: Passenger Vehicle Transmission Business - The company is expanding its CVT automatic and MT manual transmission products to international markets, aiming for increased export sales [3] - Development of electric vehicle (EV) reducers and related products is ongoing to boost sales [3] Group 3: Commercial Vehicle Transmission Business - The light truck manual transmission market is experiencing strong demand, with significant year-on-year sales growth [4] - The company is developing electric products for light and medium trucks, including hybrid and electric drive systems, which are now in mass production [4] Group 4: Non-Road Transmission/Drive Systems - Focus on developing electric drive systems for construction machinery and high-power tractors, with new products in testing and production [5] - The high-power tractor power shift system and electric drive systems for construction machinery have already been launched [5] Group 5: New Energy Storage Business - The company has operational independent energy storage stations in Zhaoqing and Yiwu, with installed capacities of 100MW/200MWh and 100MW/200MWh respectively [6] - Ongoing construction of additional energy storage stations in Foshan and Yiwu, with expected operational dates in the second half of 2025 [6] - The company is actively expanding its energy storage projects in various regions, including Guangdong, Jiangsu, and Guangxi [6] Group 6: Robotics Components Business - Establishment of Zhejiang Wanliyang Robotics Technology Co., Ltd. to focus on the development and industrialization of precision transmission products for robots [7] - Initial completion of product platform planning, including harmonic reducers and planetary reducers, with standardized designs [7][8] - Currently developing products for two clients, with the first planetary joint module successfully completed [8]