Group 1: Company Overview and Financial Performance - The company achieved a revenue of 5.015 billion yuan in the first three quarters of 2024, representing a year-on-year growth of approximately 17.3% [2] - The net profit attributable to shareholders reached 172 million yuan, with a significant year-on-year increase of about 214% [2] - The net profit after deducting non-recurring gains and losses was 157 million yuan, showing a remarkable growth of approximately 495% year-on-year [2] Group 2: Business Segments Performance - The mold division generated nearly 300 million yuan in revenue, reflecting a year-on-year growth of 33% [2] - The motor core business revenue was close to 1.2 billion yuan, experiencing a slight decline of around 10% due to raw material price drops, despite a more than 30% increase in actual shipment volume [2] - The lithium battery division reported nearly 3 billion yuan in revenue, with a year-on-year growth of nearly 30% [2] Group 3: Future Outlook and Strategic Initiatives - The company plans to establish a subsidiary focused on humanoid robots and precision component manufacturing, leveraging its advanced technology in ultra-precision mechanical parts [1] - The management anticipates revenue growth across all business segments in 2025, although uncertainties remain in the operational environment [4] - The company is actively managing its market value and investor relations, emphasizing production efficiency and quality improvement [5] Group 4: Robotics Sector Development - The company views the robotics industry as a long-term growth opportunity, comparable to the new energy vehicle sector [9] - Current production capacity for robotic components includes a pilot line capable of producing 100 sets of planetary roller screws daily [10] - Progress in acquiring downstream customers for robotic precision components is reported to be smooth, with several companies engaged in trial production and technical exchanges [11]
震裕科技(300953) - 300953震裕科技投资者关系管理信息20250106