Company Overview - Ningbo Zhenyu Technology Co., Ltd. specializes in the R&D, design, production, and sales of precision progressive stamping molds and downstream precision structural components [1] - The company has a comprehensive manufacturing system and focuses on precision structural components used in various industries, including home appliances, new energy lithium batteries, and automotive [1] Financial Performance - In the first three quarters of 2024, the company achieved a revenue of CNY 5.015 billion, representing a year-on-year growth of approximately 17.3% [2] - The net profit attributable to shareholders reached CNY 172 million, a year-on-year increase of about 214% [2] - The expected net profit for 2024 is projected to be between CNY 220 million and CNY 280 million, with a non-recurring net profit forecasted between CNY 200 million and CNY 250 million [2] Emerging Industry Development - The company established a subsidiary in October 2024 to focus on the design and manufacturing of precision components for humanoid robots, leveraging its advanced technology in ultra-precision mechanical parts [1] - The growth of emerging industries typically involves long development cycles, with initial revenue contributions being relatively small and requiring significant investment in R&D and team building [1][3] - The humanoid robot sector is still in its infancy, and the company anticipates that its contributions to overall performance will be minimal in the short term [3][5] Production Capacity and Technological Advancements - A semi-automatic production line for planetary roller screws has been established, with a daily capacity of 50 sets [4] - The company plans to build a fully automated production line to enhance consistency and stability in large-scale production [4] - The company has developed a complete set of standard screws for humanoid robots, with peak thrust ranging from 100N to 12,000N, and has successfully completed mass production verification [5] Product Development and Market Position - The company’s motor core business benefits from its leading mold technology, which is crucial for the production of high-quality motor cores [6] - The lithium battery structural components have turned profitable in 2024 due to automation upgrades and improved management practices [7][8] - The company aims to continuously optimize its supply chain and product structure to enhance profitability in the structural components segment [8]
震裕科技(300953) - 300953震裕科技投资者关系管理信息20250219