Group 1: Automotive Components Business - The company focuses on the development, production, and sales of automotive transmission and drive system products, covering passenger vehicles, commercial vehicles, and new energy vehicles [1] - Significant growth in direct export sales of passenger vehicle transmission products due to expansion into international markets [2] - Development of electric vehicle (EV) reducers and related products to increase sales and market share in the passenger vehicle transmission sector [2] Group 2: Commercial Vehicle Transmission Business - Emphasis on heavy-duty truck transmission systems, including AMT automatic transmissions and hybrid systems, with several mainstream domestic commercial vehicle clients [3] - Continuous growth in production and sales driven by new customer development and model testing [3] - Expansion of light-duty truck transmission products, focusing on the 8GS series to meet complex working conditions and developing electric products [3] Group 3: New Energy Storage Business - Operational independent energy storage stations in Zhaoqing and Yiwu with installed capacities of 100MW/200MWh and 100MW/200MWh respectively [4] - Effective integration of the company's design, integration, construction, and operation capabilities in energy storage projects [4] - Ongoing development of new projects in Guangdong, Hainan, and Zhejiang provinces to enhance the new energy storage business [4] Group 4: Robotics Components Business - Positive outlook on humanoid robot development, with a dedicated technical team focusing on harmonic and planetary reducers [5] - Successful prototype testing of harmonic reducers, with ongoing customer engagement [5] - Research on other components for humanoid robots to enhance the company's competitive edge and create new growth points [5]
万里扬(002434) - 002434万里扬投资者关系管理信息20250311