星帅尔(002860) - 2025年5月6日投资者关系活动记录表

Group 1: Company Overview - Hangzhou Xingshuai Electric Co., Ltd. was listed on the Shenzhen Stock Exchange in April 2017 as a high-tech enterprise with strong innovation and independent R&D capabilities [2] - The company's main business includes the R&D, production, and sales of various types of thermal protectors, starters, sealed terminals for refrigeration compressors, temperature controllers for small appliances, and photovoltaic components [2] Group 2: Product Applications in New Energy Vehicles - The company supplies products such as air conditioning motors, support rod motors, battery sealed terminals, and temperature controllers for new energy vehicles, establishing good supply and cooperation relationships with several quality manufacturers [3] - Products from subsidiary Zhejiang Special Electric Motor have been successfully supplied to BYD and are used in well-known automotive brands' onboard refrigerators, demonstrating stable quality during supply [3] Group 3: Share Buyback Progress - The company has repurchased approximately 7.21 million shares, accounting for 1.99% of the current total share capital, with a total transaction amount of approximately 65.45 million yuan (excluding transaction fees) [4] Group 4: Q1 2025 Financial Performance - In Q1 2025, the company achieved revenue of 503 million yuan, a year-on-year increase of 8.37%, and a net profit attributable to shareholders of 64.30 million yuan, a year-on-year increase of 21.73% [5] - The company has focused on its main business, actively adjusted its strategy, and optimized its product structure, leading to improved core operational indicators and enhanced profitability [5] Group 5: Partnerships with Other Listed Companies - Zhejiang Special Electric Motor collaborates with several listed companies, including BYD, Lvtian Machinery, Wolong Electric Drive, and others, providing various products [5][6] - Specific products supplied include air conditioning compressor motor cores for BYD, high-pressure cleaning machine motors for Lvtian Machinery, and high-efficiency three-phase asynchronous motors for Wolong Electric Drive [6][7]