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通力科技(301255) - 2025年2月28日投资者关系活动记录表

Company Overview - Zhejiang Tongli Transmission Technology Co., Ltd. (Tongli) was established in 2008 and is recognized as a national high-tech enterprise and a "little giant" company. It was listed on the Shenzhen Stock Exchange's Growth Enterprise Market on December 27, 2022 [2] - Tongli specializes in the research, production, sales, and service of gear reducers and industrial gearboxes, becoming a well-known enterprise in China's reducer industry with advanced technology and product performance [2][3] Product and Market Position - The main products include general reducers and industrial gearboxes, widely used in various sectors such as metallurgy, chemical, environmental protection, energy, pharmaceuticals, and construction [2][3] - The company has participated in drafting four national and industry standards for reducers and holds multiple core technology patents, with some products recognized as national key new products [2] Investment and Development Plans - Tongli is expanding its product range to include precision reducers for robotics, with plans to invest in Luoyang Yuege CNC Equipment Co., Ltd. to leverage its patented technology for high-precision gear manufacturing [4] - The company is also advancing the construction of its high-end transmission equipment manufacturing project in Hangzhou to meet current and future customer demands [4] Industry Applications and Distribution - The company's reducers are applied across over ten industries, with significant market shares in environmental protection, chemicals, energy, and metallurgy [5][6] - Tongli aims to explore niche markets such as marine engineering, renewable energy, and biomass processing to maintain stable order volumes amid increasing competition [6] Production and Supply Chain - The delivery cycle for products typically ranges from 20 to 40 days, depending on model and specifications [6] - Raw materials like castings and motors are currently sourced externally, with plans to enhance procurement control through collaboration with Zhejiang Yunhe Drive System Co., Ltd. starting in 2024 [6] Sales and Distribution Strategy - In 2023, Tongli established a Market Channel Department to manage distributor operations and improve resource allocation, aiming for accelerated business expansion and stable revenue growth [6]