苏轴股份(430418) - 投资者关系活动记录表

Group 1: Company Overview - The company has been in the needle bearing industry for over 60 years, producing China's first needle bearing in the early 1960s and drafting the first industry standard in the 1970s [3][5] - Since its connection with the New Third Board in 2014, the company has progressed through various tiers, becoming one of the first companies listed on the Beijing Stock Exchange on November 15, 2021 [3][5] Group 2: Sales and Market Performance - The sales of needle bearings for industrial robots have increased this year, although they represent a low percentage of total revenue [6] - From January to September 2024, the company's revenue grew by 17.45% year-on-year, driven by a dual domestic and international market strategy [9] - The export ratio has increased in the first half of 2024 due to rising demands from major clients like Bosch and BorgWarner [7][9] Group 3: Future Development and Strategy - The company plans to focus on aerospace, robotics, high-end equipment, and industrial automation in the future [6] - A wholly-owned subsidiary was established in Germany to enhance international competitiveness and better serve local customers [10] Group 4: Research and Development - Six new R&D projects were initiated in the first half of 2024, primarily in the automotive, aerospace, and robotics sectors [14] - The company is actively recruiting and training R&D talent to support these initiatives [14] Group 5: Competitive Positioning - The company has gained supply qualifications from Bosch and has established a good reputation among global automotive parts suppliers [10] - Compared to foreign competitors, the company offers competitive pricing due to lower labor costs and production continuity [13]