Group 1: Company Overview and Business Focus - The company primarily serves domestic and international commercial vehicle wheel manufacturers and aftermarket, as well as aerospace forging shell bodies and proprietary brand products [2] - The company has signed a development agreement with a domestic aerospace technology company, with procurement orders to be announced in due course [2] Group 2: Product Development and Innovation - The company is committed to innovation-driven, high-quality development, continuously introducing high-quality products that balance lightweight and safety in the forging technology field [3] - The forging process used in shell manufacturing results in components with greater strength and lighter weight, which are crucial for the safety and stability of aircraft [3] Group 3: Market Expansion and Production Capacity - The company plans to further develop other forged components for aircraft and motorcycle markets to broaden its business scope, although these efforts have not significantly impacted overall performance yet [3] - The Thai factory has entered trial production, with some overseas clients already conducting factory inspections [3] - The production capacity target for the first phase in Thailand is set at 400,000 to 500,000 units, which is a strategic move to address international trade barriers [3] Group 4: Impact of Order Transfers - Following the transfer of orders to Thailand, the company aims to meet domestic output through supplementary commercial vehicle wheel and custom modification businesses, alongside new clients, to offset the impact of the transfer [3] - The demand for forged wheel hubs in the domestic new energy vehicle market is expected to grow, contributing to production projects that may mitigate the effects of order transfers [3]
宏鑫科技(301539) - 2025年03月04日投资者关系活动记录表