步科股份(688160) - 投资者关系活动记录表（2024年8月2日-9日）

Group 1: Company Strategy and Market Position - The company focuses on the robotics industry as its core strategic sector, aiming to strengthen its leading position and expand into related fields such as medical imaging, logistics, and packaging [2] - The robotics industry has evolved over 20 years, with emerging sectors like collaborative robots and autonomous electric forklifts showing significant growth potential [2] - The company holds a high market share in the low-voltage servo sector and has established partnerships with numerous downstream robotics clients [2] Group 2: Development of Frameless Torque Motors - The company recognized the potential of collaborative robots in 2017 and has since developed its first generation of frameless torque motors, now in its third generation with a 20% increase in torque and a 30% weight reduction [3] - Current shipment volume has reached tens of thousands, indicating a mature and scalable industrial product [3] - The market for collaborative robots is expanding, with increasing demand for hybrid robots that combine collaborative and industrial mobile robots [3] Group 3: Medical Imaging Equipment Sector - The medical imaging equipment industry is characterized by high entry barriers and long product lifecycles due to costly certification processes [3] - The company has focused on high-end medical imaging through partnerships with industry leaders, providing specialized servo drives and motors [3] - Sales in the medical imaging sector experienced a decline last year due to policy impacts, but are gradually recovering as these factors diminish [3]