Group 1: Company Growth and Revenue Sources - The company has established good cooperation with well-known vehicle manufacturers and global automotive parts suppliers, leading to stable revenue growth from both existing and new customers [1] - The company is actively promoting the construction of overseas production bases to expand international business and increase market share [1] Group 2: Product Development and Market Potential - The tailgate motor has become a significant revenue source, with growth driven by increased penetration among major clients and the acquisition of new customers [2] - The company has developed a harmonic field motor technology that reduces motor size while maintaining output power, leading to material cost savings and improved energy efficiency [2][3] Group 3: Overseas Production Capacity - The new automotive parts production base in the U.S. has a total investment of no more than $15 million, with $10 million already invested in facilities and equipment, and production expected to ramp up in 2024 [2] - The Thailand project is nearing completion of its first phase, which will add significant production capacity for various motor types [2] Group 4: Future Trends and Innovations - The ADAS active perception cleaning system is expected to have a promising market outlook in high-level autonomous driving scenarios, addressing the need for sensor cleanliness [3]
恒帅股份(300969) - 投资者关系活动记录表