Kaierda(SH:688255)2024-09-27 08:11Group 1: Company Performance - In the first half of 2024, the company achieved operating revenue of ¥321,552,270.36, representing a year-on-year growth of 31.95% [2] - The net profit attributable to shareholders was ¥23,509,625.85, with a year-on-year increase of 105.95% [2] - The net profit excluding non-recurring gains and losses was ¥18,725,868.67, showing a significant growth of 493.73% [3] Group 2: Product Sales and Market Position - The sales volume of self-produced robots increased by 117.61% year-on-year, while the sales of purchased Yaskawa robots grew by 48.60% [3] - The company is a pioneer in introducing servo welding equipment for robots in China, with products entering sectors like automotive and arc additive manufacturing [3] - In the first half of 2024, the sales of the company's servo welding equipment exceeded the total sales for the entire year of 2023, marking a growth of 212.5% [3] Group 3: Market Strategy and Future Plans - The company focuses on the welding robot market and has strengthened its competitive edge against foreign enterprises through marketing efforts and product differentiation [4] - In the first half of 2024, the sales of industrial robots increased by over 70% [4] - Future plans include expanding into niche markets and enhancing the domestic and international market presence, particularly in traditional and new industrial robot sectors [4] Group 4: Production and Cost Structure - In the first half of 2024, the company sold 1,149 self-produced robots, a year-on-year increase of 117.61% [4] - The proportion of self-produced robots in total sales was 46.41% [4] - The company positions itself in the mid-to-high-end market, offering competitive pricing compared to foreign brands, which is expected to improve the gross margin of self-produced robots as production scales up [5]