Group 1: Technology and Product Development - The company has developed harmonic magnetic field motor technology, which reduces motor size while maintaining the same output power, leading to significant material cost savings [2][3] - The harmonic magnetic field motor technology is applicable in both micro-special motors and large motors, with broad application scenarios in industrial and automotive fields [3] - The company plans to leverage its harmonic magnetic field motor technology to provide differentiated solutions for humanoid robots, which are expected to drive significant new demand in the motor industry [4] Group 2: Market Strategy and Risk Management - The company actively monitors overseas market tariff policies and economic changes, implementing proactive measures to mitigate potential trade risks [5] - It has established production bases in the USA and Thailand to address potential tariff risks and enhance product competitiveness [5] - The company aims to optimize capacity layout and development strategies based on external environmental changes to minimize business impacts [5] Group 3: Customer Base and Product Offerings - The Thailand factory primarily produces cleaning pumps and automotive motor products, which have low shipping costs and tariff barriers, allowing for a global market reach [6] - The company has a strong and broad customer base and plans to continue investing in overseas markets to meet international demand and increase customer support ratios [6] Group 4: Advanced Systems and Future Prospects - The active perception cleaning system represents a forward-looking layout in the cleaning system sector, with significant improvements in intelligence and complexity compared to traditional products [7] - The company’s products are being adapted for commercial applications in L3+ level autonomous driving, with ongoing collaborations with clients like Waymo and Meituan [8] - The company maintains a technological advantage through years of innovation and aims to enhance collaborative R&D capabilities with clients [8]
恒帅股份(300969) - 投资者关系活动记录表20250102