IMPULSE(002899)2024-12-17 11:43Group 1: Customer Expansion and Orders - The company has begun to expand its customer base, with new orders expected to increase starting next year due to the release of capacity from the new industrial park [3] - Some customers have already achieved sales on the product side, indicating a positive trend in customer engagement [3] Group 2: Market Outlook - The fitness equipment market remains optimistic, with demand in mature markets like Europe and North America being considered essential, akin to basic needs [3] - The main growth areas for Q4 2024 are expected to be in the Americas and the Middle East, while Europe is projected to grow steadily [3] Group 3: Sales Trends and Order Visibility - Sales in Q4 2024 are anticipated to show a steady increase compared to the same period last year [4] - There is confidence in the order trends for Q1 2025, with ongoing discussions with customers about next year's orders [4] Group 4: Tariff Impact - Currently, there have been no requests from customers regarding tariff issues, as the U.S. has not confirmed any increases [3] - No significant rush orders have been observed due to tariffs, and the company believes that the impact of potential tariff increases can be managed [3]