Group 1: Industry Performance and Company Growth - The automotive parts industry is experiencing steady growth, and Demais's performance is also showing robust growth [2] - In 2025, Demais plans to consider mergers and acquisitions to expand production scale and enhance competitiveness [3] - The company aims to maintain stable growth in traditional business while exploring new fields such as consumer electronics and robotics [5] Group 2: Product Development and Innovation - Demais is focusing on humanoid robot components as a second growth curve, with sample trials already underway [3] - The company has a comprehensive equipment acquisition plan to support the production of humanoid robot parts [3] - Continuous technological innovation and management strategies are key to maintaining leadership in niche markets [5] Group 3: Equipment and Production Efficiency - In 2024, machinery and equipment accounted for the largest share of fixed assets, with a focus on optimizing equipment updates and production efficiency [6] - Demais has completed 36 projects involving the automation of over 150 pieces of equipment, significantly improving production efficiency [5] - The introduction of the "Amoeba Management Model" aims to reduce operational costs and enhance overall efficiency [5] Group 4: Market Expansion and Strategic Planning - Demais has established partnerships with 14 of the top 30 global automotive parts suppliers, with products distributed across Europe, Japan, South Korea, and North America [8] - The company plans to increase its focus on new energy vehicle products and expand its customer base in this sector [6] - Future strategies include enhancing production capacity and optimizing product structure to capture a larger market share of high-value products [6]
德迈仕(301007) - 2025年5月7日投资者关系活动记录表（业绩说明会）