Group 1: Company Overview and Market Position - Zhejiang Siling Automotive Bearing Co., Ltd. focuses on deepening and expanding its presence in the European and American markets, with stable order performance in Europe and successful acquisition of the Certificate of Origin from U.S. Customs for its Thailand factory, enhancing supply chain stability in North America [2][3] - The company aims to maintain its current market share while actively seeking incremental opportunities in the European and American markets [2] Group 2: Product Applications and Development - The company's main product, the hub bearing unit, is suitable for both traditional fuel vehicles and new energy vehicles, with product structure variations based on load requirements [2] - Research and development efforts have yielded high-speed, lightweight, and long-life bearing products that meet the demands of new energy vehicles, with plans to penetrate the main engine and aftermarket of the new energy vehicle sector [2] Group 3: Robotics Division and Future Prospects - The company established a robotics components division in April 2024, focusing on the research and manufacturing of robotic components, particularly harmonic reducers for various robotic applications [2][3] - The core equipment for harmonic reducers is expected to be in place by the end of 2024, with plans to invest in a second production line in H1 2025 to meet future market demand [3] - The robotics industry is viewed as a core area of future intelligent manufacturing, with significant development potential, although the current stage is still in the investment phase with limited short-term revenue and profit contributions [3] Group 4: Risk Considerations - The company emphasizes the need for investors to maintain awareness of risks associated with the emerging robotics sector, including uncertainties in technology and market demand [2][3] - Continuous investment in research and development and production optimization is planned to address these uncertainties and enhance product quality [3]
斯菱股份(301550) - 浙江斯菱汽车轴承股份有限公司2025年3月6日-3月7日投资者关系活动记录表