Group 1: Financial Performance - In 2024, the company achieved a revenue of 5.918 billion CNY, a year-on-year increase of 28.22%, with a net profit of 21.07 million CNY [2] - In Q1 2025, the company reported a revenue of 1.256 billion CNY and a net profit of 5.7 million CNY, showing improvement compared to the previous quarter [2] Group 2: Future Outlook - The company anticipates rapid growth in the electric motor sector for new energy vehicles in 2025, aiming to increase market share and become an industry leader [3] - Significant progress has been made in various sectors including drones, construction machinery, and electric motorcycles, with ongoing projects and orders reflecting strong expansion capabilities [3][4] Group 3: Strategic Planning - The company focuses on three core strategies: global layout, technology-driven initiatives, and smart manufacturing, with goals of effective growth, technological leadership, and operational excellence [5] - Over the next three years, the company will prioritize breakthroughs in humanoid robot motors and low-altitude economy sectors, using the electric motor sector for new energy vehicles as a growth engine [5] Group 4: Shareholder and Market Impact - The company is in communication with its largest shareholder regarding equity progress, with updates to be disclosed following internal processes [6] - The establishment of a new company in Hungary aims to advance project construction, with ongoing efforts to complete necessary approvals [7] Group 5: Market Challenges - The impact of the recent "reciprocal tariffs" imposed by the U.S. on China is minimal, as the revenue from U.S. exports constitutes a small portion of total revenue, primarily in traditional motor components [8] - The company is actively discussing strategies with downstream clients to mitigate the impact of tariffs while continuing to develop unaffected sectors such as new energy drives and humanoid robot motors [8]
信质集团(002664) - 002664信质集团投资者关系管理信息20250418