Shenzhen Lihexing (SZ:301013)2024-11-15 10:53Group 1: Company Overview and Market Position - The company is closely monitoring the development of humanoid robots and considers entering related businesses due to the AI wave being a core driver of the fourth industrial revolution [1] - The company emphasizes the importance of adapting to market demands and technological innovations in AI and smart manufacturing [1] Group 2: New Energy Vehicle (NEV) Sector - In 2022, the company expanded its product offerings in the NEV sector, providing testing equipment for vehicle MCU/OBC modules and T-BOX [2] - The company has established stable relationships with key clients in the NEV sector and is committed to enhancing product quality to increase customer loyalty [2] - The business proportion in the NEV sector has increased over the past two years, with specific details disclosed in periodic reports [2] Group 3: Financial Performance and Challenges - The company faced a decline in gross profit margin in 2023 due to intense competition in the automation equipment industry, leading to lower prices to capture market share [2] - The gross profit margin was also affected by the electronic components business being in a brand-building phase and underutilization of production capacity [2] - Despite challenges, the company has sufficient orders and is actively developing new products to expand its product range [2] Group 4: Future Investment Plans - The company is considering investment and acquisition opportunities in upstream and downstream quality assets, as well as emerging industries such as low-altitude economy, humanoid robots, and semiconductor components [2]