DALIAN INSULATOR(SZ:002606)2025-05-08 09:20Revenue Growth - The company's revenue growth is primarily driven by the line porcelain insulator segment due to the continuous rise in the domestic and international power industry [2] - The Jiangxi factory's first phase achieved profitability in mid-2024, with the second phase expected to start production in Q3 2025, increasing standard design capacity by approximately 20,000 tons/year by the end of the year [3] Cost Control Measures - The company has implemented an efficient supply chain management system, strengthened supplier collaboration, and optimized inventory management to effectively control costs [3] - Digital transformation initiatives are in place to enhance operational efficiency and reduce overall costs through process and IT-driven business management changes [3] Digital Transformation Goals - The company aims to establish a comprehensive business model integrating green, digital, low-carbon, and intelligent elements, with a focus on automation and digitalization [4] - Key modules such as ERP, manufacturing cloud, and PLM cloud have been successfully launched to ensure efficient collaboration across critical business processes [4] Raw Material Procurement Strategy - A procurement supplier cooperation plan has been established to manage price fluctuations, including annual procurement framework agreements with suppliers [4] - The company is enhancing production efficiency and capacity to dilute fixed costs through technology upgrades and process optimization [4] Green and Low-Carbon Development - The company is committed to green and low-carbon development, aligning with national policies and market demands, and is transforming its business model accordingly [5] - Initiatives include enhancing environmental protection, social responsibility, and governance (ESG) frameworks, as well as promoting green factory construction [5] Market Expansion Plans - The company plans to explore new market segments while consolidating existing markets, focusing on regions such as Southeast Asia, the Middle East, and South America [5] - Efforts are being made to mitigate exchange rate risks through various financial strategies [5] Policy Adaptation Mechanisms - A multi-dimensional policy response system has been established to quickly adapt to policy changes, integrating technical advantages and capacity expansion [6] - The company is expected to strengthen its industry leadership position with ongoing investments in ultra-high voltage and deepening "dual carbon" policies [6] Environmental Protection Initiatives - Recent updates to equipment at the Dalian factory have resulted in lower energy consumption and enhanced environmental protection [6] - The implementation of a light-storage system across three factories aims to further reduce carbon emissions and conserve energy [6]