Group 1: Company Operations - The company is progressing with its overseas factories, with the US factory focusing on cleaning system products and related new product development, currently entering the ramp-up phase for mass production [1] - The Thai factory is in the equipment debugging phase and is expected to enter the customer inspection cycle, potentially leading to production ramp-up if successful [1] Group 2: Financial Performance - The company maintains a good gross profit margin due to strong technical reserves, quality customer structure, and robust R&D and cost control capabilities [2] - Future improvements in gross profit margin are anticipated through continuous new product development and market expansion, alongside automation and information technology upgrades to enhance production management efficiency [2] Group 3: Market Dynamics - The company's cleaning business has experienced a slight slowdown in growth due to high market share and competitive market conditions, but there remains significant growth potential in intelligent cleaning systems driven by trends in robotaxi and unmanned logistics [2] - The current capacity utilization is adequate, with the company adjusting production capacity based on current conditions and customer orders to meet development plans [2] Group 4: Product Development - New products in the automotive sector include seat motors and related airbag motors, driven by consumer demand for quality and comfort in vehicles [2] - The company is expanding its motor products into the industrial automation sector, leveraging its core R&D capabilities and broad customer base in both automotive and industrial fields [2]
恒帅股份(300969) - 投资者关系活动记录表