雷赛智能(002979) - 投资者关系活动记录表（2024年6月19日）

Group 1: Industry Outlook - The automation industry is expected to grow at a rate that outpaces overall economic growth in 2024, with a weak recovery in market demand anticipated in the second half of the year [1] - The Chinese government is actively promoting domestic demand and structural reforms, which will drive the demand for equipment upgrades towards high-end, intelligent, and green technologies [2] Group 2: Financial Projections - The company aims for a revenue growth of 20% to 40% in 2024, with profits also expected to show a good growth rate, although these figures are not formal profit forecasts [2] - In Q1 2024, the company's servo system sales reached 1.57 billion yuan, a year-on-year increase of approximately 43.1% [3] Group 3: Product Development and Market Position - The company has successfully mass-produced high-density frameless torque motors and other core products, achieving an annual production capacity of 300,000 units [3] - The company ranks third among domestic brands in market share for servo systems, with sales revenue of 534 million yuan in 2023, reflecting a year-on-year growth of 25.78% [3] Group 4: Strategic Initiatives - The company is focusing on internal development while considering external mergers and acquisitions that complement its business and enhance technological innovation [5] - The PLC product line is expected to see continuous growth, driven by the integration of servo and stepper systems into comprehensive solutions for clients [4]