KDL(002850)2025-02-17 01:08Company Overview - Shenzhen Keda Li Industrial Co., Ltd. is a leading enterprise in the field of precision structural components for power batteries, focusing on core business and accumulating rich technical experience [2] - The company anticipates significant market opportunities in precision mechanical components related to humanoid robots, including key components such as joints and controllers [2] Partnerships and Collaborations - In April 2024, the company established a team shareholding platform with Taiwan's Alliance Automation and Alliance Technology, creating Shenzhen Keda Li Innovation Robotics Technology Co., Ltd. [3] - In September 2024, the company partnered with Suzhou Weichuang Electric Technology and others to form Shenzhen Weida Li Innovation Technology Co., Ltd. [3] Shareholding Structure - Shenzhen Keda Li holds 40% of Shenzhen Keda Li, with Taiwan Alliance holding 34%, Taiwan Alliance Technology 10%, and the remaining 16% held by the team shareholding platform [4] - Shenzhen Weida Li has a shareholding structure where Shenzhen Keda Li holds 30%, Suzhou Weichuang 30%, and Shanghai Alliance 30%, with 10% held by the team shareholding platform [4] Market Position and Strategy - The company is actively engaging with clients in the humanoid robot joint component sector, focusing on technology development and market demand [5] - Shenzhen Keda Li employs a strategy of vertical deepening combined with horizontal expansion, focusing on harmonic reducers and high-precision product development [5] Supply Chain and Production - The company adheres to a "high-end precision + domestic substitution" strategy in its production line, utilizing imported high-end equipment while sourcing basic materials domestically [5] - The core processing equipment for robotic joint components is imported, while non-critical processes utilize domestic alternatives to ensure technological advancement and supply chain stability [5] Research and Development - The R&D team is jointly established with Taiwanese partners, focusing on humanoid robot joint components and maintaining a competitive edge in technology [6] Future Outlook - The company expects stable growth in its core business, aligning with the trends in the new energy vehicle market [7] - Overseas production bases are being established in Europe, the USA, and Southeast Asia, with ongoing developments in Sweden, Hungary, and preparations in Germany and Singapore [7] Financial Strategy - The profit distribution plan for 2024 aims to maximize shareholder returns while ensuring sustainable development [8] - The company will consider financing based on operational needs and industry growth trends, maintaining a focus on precise financing strategies [9]