SUPCON Technology (SH:688777)2024-11-19 09:34Group 1: Investor Relations Activities - The company conducted multiple investor relations activities from November 5 to November 15, 2024, including strategy meetings and site visits, with participation from various financial institutions and analysts [2][3][5][7][11]. - A total of 18 participants were involved in the strategy meetings, with significant representation from firms such as CITIC Securities and Huatai Securities [5][7]. Group 2: Industrial Software Development - The company emphasizes the importance of industrial software in driving smart manufacturing, which is seen as a key factor in transforming production methods and enhancing industrial economic development [7][8]. - Over the past 30 years, the company has accelerated the development of industrial software, establishing a comprehensive product line and promoting a subscription model for software products this year [8][9]. Group 3: Robotics Market Expansion - The company is actively expanding into the robotics market, focusing on industrial robots, with a significant increase in demand across various sectors such as manufacturing and logistics [8][9]. - The integration of AI technology in robotics is expected to enhance production efficiency and optimize resource allocation, with successful applications already in industries like petrochemicals and coal [9][10]. Group 4: Mergers and Acquisitions Strategy - The company maintains an active approach to mergers and acquisitions, focusing on both domestic and international markets to enhance value creation [9][10]. - Recent acquisitions include a 20% stake in Wood China and a full acquisition of the Dutch company Hobré, which strengthen the company's technological capabilities and market competitiveness [9][10]. Group 5: New Business Models and Platforms - The company is developing a "5S store + S2B platform" model to provide comprehensive industrial services, leveraging data and AI to drive innovation and efficiency [9][10]. - As of mid-2024, the company has established over 600 5S stores in China and nearly 200 overseas, enhancing customer service and market reach [9][10]. Group 6: Impact of Industrial AI - Industrial AI is viewed as a transformative force for the future of the industry, significantly improving production efficiency and enabling personalized services [10]. - The company is committed to building core capabilities in "AI + data" to transition into a leading global player in industrial AI, promoting sustainable industrial development [10].