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斯菱股份(301550) - 浙江斯菱汽车轴承股份有限公司2025年2月10日-2月11日投资者关系活动记录表

Group 1: Company Overview - The company, Zhejiang Siling Automotive Bearing Co., Ltd., focuses on the research, manufacturing, and sales of various bearing products, including hub bearings and clutch components, targeting global markets such as Southeast Asia, Europe, and North America [2]. Group 2: Financial Impact and Risk Management - Fluctuations in the USD exchange rate can have short-term impacts on the company's business; the company plans to adjust its business model and take measures to mitigate risks associated with exchange rate volatility [2]. Group 3: Market Expansion and Client Base - The company has received U.S. customs recognition for its products, enhancing its competitiveness and market share in North America, with plans to secure new client projects and expand export business [2]. - The primary customer base for the company's bearing products includes the automotive aftermarket and original equipment manufacturers (OEMs), with established relationships with major clients such as Foton, Chery, FAW-Volkswagen, and SAIC Maxus [2]. Group 4: Product Development - The company is currently focused on the research and mass production of harmonic reducers, which are applicable in various robotic applications; the core equipment for this product line is expected to be operational by the end of 2024, with initial small-scale production to follow [2].