Inovance(300124)2024-09-30 09:41Group 1: Investor Relations Activities - The company conducted multiple investor relations activities from September 18 to September 30, 2024, including phone conferences and on-site research [1][2][3][5][6][7]. - A total of 12 participants from Fidelity attended a phone conference on September 30 [5]. - On September 24, 12 participants from various investment firms attended a roadshow meeting [2]. Group 2: Customization and Efficiency Strategies - The company emphasizes customized solutions in the industrial automation sector, aiming to enhance customer stickiness and reduce overall costs [5][6]. - Since 2019, the company has been implementing management reforms to improve operational efficiency while maintaining customization strategies [5][6]. - The company plans to optimize its Integrated Product Development (IPD) process to balance customization advantages with efficiency [6]. Group 3: Robotics and New Energy Vehicle Business - The company's industrial robot business saw significant growth, with six-axis robots accounting for approximately 30% of total sales in the first half of the year [6][7]. - The new energy vehicle business is supported by a diverse customer base, including new energy vehicle manufacturers and traditional automakers transitioning to electric vehicles [6][7]. Group 4: Elevator Market Insights - The elevator market in China is projected to see increased demand for replacements and upgrades, driven by government policies and technological advancements [7]. - The company is exploring business models and market opportunities in the elevator after-service market, anticipating it will become a key growth driver [7].