苏轴股份(430418) - 投资者关系活动记录表

Group 1: Investor Relations Activities - The company engaged in various investor relations activities, including media interviews, analyst meetings, and performance briefings [2][4][9]. - The investor relations activities were held from December 23 to December 24, 2024, at the company's conference room [4]. Group 2: Future Development Directions - The company aims to focus on aerospace, robotics, industrial automation, and high-end equipment, leveraging its technological advantages while enhancing cooperation with COMAC [3][5]. - The company plans to maintain its "14th Five-Year Plan" without major adjustments, emphasizing the mission of producing high-quality bearings and promoting the Chinese brand [5]. Group 3: Performance and Market Outlook - The company reported strong operational performance in Q3 2024, with expectations for normal operations in Q4 [6][12]. - Future product growth will primarily target the automotive, robotics, industrial automation, and high-end equipment sectors, with a strategic shift to reduce the automotive sector's share [15]. - The company is actively expanding its market share by developing new clients and deepening relationships with existing ones, capitalizing on domestic substitution and self-control opportunities [15]. Group 4: Product Development and Competition - The company has established a development intention for aircraft body roller bearings with COMAC, indicating a positive outlook for future collaboration [15]. - The company differentiates itself from competitors like Southern Precision and Changzhou Guangyang through unique product characteristics, engaging in differentiated competition [15].