禾川科技(688320) - 投资者关系活动记录表（2024年11月6日）

Group 1: Financial Performance - In the first nine months of 2024, the company achieved operating revenue of 644 million CNY, a year-on-year decrease of 27.28% due to declining sales in the new energy sector [1] - The net profit attributable to the parent company for the same period was -80.63 million CNY, with a net profit of -90.48 million CNY after deducting non-recurring gains and losses, primarily due to decreased sales in the new energy sector [1] Group 2: R&D Investment - The company's R&D investment for the first nine months of 2024 was 124 million CNY, accounting for 19.27% of operating revenue, representing a year-on-year increase of 17.45% [2] Group 3: Strategic Measures and Future Plans - The management acknowledged that the decline in performance is mainly due to reduced demand in the photovoltaic and lithium battery sectors, and they plan to expand solutions in traditional downstream industries to improve performance [2] - The company is focusing on humanoid robots as a key strategic direction, with small batch orders already achieved, although the current impact on annual revenue is limited [2] - The company is actively pursuing partnerships, including a joint venture with Bosch, and is enhancing its digital management capabilities through the implementation of CRM, PLM, and ERP systems [2]