新强联(300850) - 300850新强联投资者关系管理信息20250508

Group 1: Company Operations - The company confirms revenue after delivering products to downstream customers, based on customer acceptance and contract terms [2] - The production schedule for Q2 2025 is tight, with high capacity utilization due to increased R&D and equipment upgrades [2] Group 2: Market Trends - The trend towards larger wind turbines is increasing, with significant potential for single-row tapered roller bearings in downstream applications [3] - The penetration rate of single-row tapered roller bearings is expected to rise as shipment volumes increase [3] Group 3: Product and Financial Performance - The product structure primarily consists of single-row tapered roller bearings, with efforts to enhance product quality and meet delivery requirements [3] - Overall gross margin is influenced by product shipment structure and market competition, with plans for refined production management to improve profitability [3] Group 4: Customer Demand - The company has established deep cooperation with multiple domestic wind power manufacturers, leading to a steady increase in customer demand [3]