苏轴股份(430418) - 投资者关系活动记录表

Group 1: Investor Relations Activities - The investor relations activity took place on October 31, 2024, at Wuxi Taihu Huayi Hotel [1] - Attendees included Guolian Securities Co., CITIC Construction Investment Securities Co., and Fortune Fund Management Co. [1] - Company representatives included the board members, board secretary, and financial head Ms. Shen Ying [1] Group 2: Key Developments - The company has reached a development intention for aircraft body roller bearings with COMAC, indicating a positive outlook and ongoing product development [1] - The company is actively exploring the robot supporting market [1] Group 3: Strategic Expansion - The company considers external expansion as an inevitable trend and is actively seeking opportunities for resource integration through mergers and acquisitions [3] - The goal is to enhance resource integration efficiency, increase market share, and explore new business avenues while ensuring the preservation and appreciation of state-owned assets [3] Group 4: Financial Performance - The increase in gross margin in Q3 is attributed to the establishment of a dual-driven development model, accelerating globalization, and significant growth in overseas markets with higher margins compared to domestic markets [4] - The company is diversifying its domestic market efforts, focusing on aerospace, industrial automation, robotics, and high-end equipment [4] - Continuous budget management and cost reduction efforts, along with technological innovation, are contributing to increased production capacity and efficiency [4]