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恒帅股份(300969) - 恒帅股份投资者关系管理信息
HMCHMC(SZ:300969)2024-09-25 09:37

Group 1: Overseas Factory Progress - The US factory is currently in the ramp-up phase for production of cleaning system products and related new products [1] - The Thai factory is undergoing equipment debugging and is expected to enter the production ramp-up phase after passing customer inspections [1] Group 2: Convertible Bond Project - The convertible bond project is currently in a "suspended" state, with the company re-engaging an auditing firm to facilitate the issuance process [2] Group 3: Revenue Growth Sources for Cleaning Systems - The cleaning system business is primarily focused on the domestic market, with significant growth potential in overseas markets due to a solid customer base [2] - The product categories include traditional cleaning systems for automotive windshields and ADAS active perception cleaning systems for L3+ autonomous vehicles, which have a higher market value [2] Group 4: Customer Development for ADAS Systems - The company is accelerating the commercialization of its products for L3+ autonomous applications, with existing adaptations for clients like Waymo and Meituan [2] Group 5: Progress of Roller Motors - The roller motor product, developed in collaboration with Lenze, is currently in small batch supply, with expectations to enter the production ramp-up phase within the year [3] Group 6: Future Plans for Motor Products - The company plans to enhance R&D efforts and expand the variety and application scenarios of its motor products, including entry into the humanoid robot market [3]