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精锻科技(300258) - 2025年3月11日投资者关系活动记录表
300258PPF(300258)2025-03-26 08:26

Group 1: Financial Performance - In Q3 2024, the company's profits experienced a decline, but by Q4, they had largely returned to normal levels [1] - The company is currently managing new projects that are progressing as planned [1] Group 2: Tariff Response Strategy - The company faced a 25% tariff increase from the U.S., with costs shared between the company (10%) and customers (15%) for some projects [1] - To mitigate tariff impacts, new projects for North American exports will be produced in the Thai factory, which is set to commence production in Q2 2025 [1] - Existing production capacity for North American exports will gradually be transferred to the Thai factory [1] Group 3: Convertible Bond Status - The board has decided not to exercise the early redemption option for the convertible bond, pending further review and announcement [1] Group 4: Product Development - The company is preparing production capacity at the Thai factory based on specific project plans, with some equipment transferred from the Jiangsu factory [2] - A specialized team has been assigned to research and develop foundational technologies for robotic components and is seeking deep cooperation partners [2]