XQL Slewing Bearing(300850)2024-11-12 10:05Group 1: Company Strengths and Market Position - The company has a complete industrial chain layout, including forgings, steel balls, and rollers, which enhances its cost control and product quality [1] - The company is a pioneer in adopting advanced heat treatment processes, such as the non-soft band medium frequency quenching technology, giving it a competitive edge in the industry [1] Group 2: Product Development and Market Demand - The development of gearbox bearings is progressing well, with technical communication and prototype development underway with potential clients, expecting small batch shipments in 2025 [2] - The company anticipates a significant increase in the shipment volume of cone roller spindle bearings in 2025, driven by customer demand and feedback [2] Group 3: Capacity and Order Management - The company currently has a high capacity utilization rate and sufficient orders on hand, with positive feedback from downstream customers for 2025 [2] - The company plans to optimize production lines and improve processes to meet customer delivery requirements based on the delivery schedule [2]