Group 1: Company Operations and Strategy - The company has established a factory in Thailand to mitigate the impact of U.S. tariffs, ensuring product delivery to global clients in Southeast Asia, Europe, and North America [2] - The Thai factory has received U.S. customs recognition for its certificate of origin, enhancing the company's competitiveness in overseas markets [2] - The company is focusing on the research and mass production of harmonic reducers, which are applicable in various robotic applications [2] Group 2: Production and Investment Plans - The core equipment for harmonic reducers is expected to be in place by the end of 2024, with small-scale production commencing thereafter [2] - The company plans to invest in a second production line in H1 2025 to increase capacity in response to future market demand [2] - The Thai factory's second phase of investment was completed in Q1 2024, with a third phase already initiated to enhance existing production capacity [2] Group 3: Product Development and Market Position - The company leverages its precision component manufacturing expertise to enhance its capabilities in robotic component production [2] - Development of actuator modules is underway, with mechanical transmission components being designed in-house and motor components developed in collaboration with partners [2] - Future investments will be considered based on customer demand and order conditions [3]
斯菱股份(301550) - 浙江斯菱汽车轴承股份有限公司2025年2月6日投资者关系活动记录表