Group 1: Business Development and Market Outlook - The humanoid robot industry is expected to bring significant new demand for the motor industry, with the company's self-developed harmonic magnetic field motor technology offering high power density, compact size, and low cost [2] - The company's US factory is in the ramp-up phase for certain designated projects, with smooth overall operations and potential for business expansion, although profitability has not yet been achieved [3] - The Thai factory is currently in the equipment debugging phase, with some clients entering the factory inspection stage, and is expected to contribute to new growth once production lines are fully operational [3] Group 2: Product Competitiveness and Market Position - The company has a strong foundation in cleaning technology, with a proactive layout for the ADAS sensor cleaning system, which has higher intelligence and complexity compared to traditional systems, creating a technical barrier [4] - The traditional cleaning business holds a significant market share but faces competitive pressure, with potential growth in overseas markets and room for expansion in domestic markets [5] Group 3: Product Development and Innovation - The company has a solid technical foundation in the motor field and is actively developing new types of motors, including seat motors and thermal management system motors, with progress reported as smooth [6] - The company's core competitiveness lies in its ability to quickly and reliably develop products in sync with automotive manufacturers and suppliers, ensuring high stability and quality [7] Group 4: Strategic Expansion Plans - The company's motor business expansion strategy includes seizing industry opportunities, optimizing product structure towards integration, and exploring cross-industry applications beyond automotive, such as industrial automation and humanoid robots [7]
恒帅股份(300969) - 投资者关系活动记录表20250211