Financial Performance - In Q1 2025, the company reported total revenue of ¥268,090,638.90, a slight decrease of 3.99% year-on-year, while net profit attributable to shareholders increased by 36.36% to ¥36,934,826.12 [1] - Revenue from high-margin products, such as sensors and digital information control devices, reached ¥86,565,853.35, marking a growth of 41.17% compared to the same period last year [1] R&D and Strategic Focus - The company plans to invest no less than ¥10 million over the next three years in collaboration with Zhejiang University for the development of intelligent automotive and embodied intelligence systems [3] - R&D expenses in Q1 2025 decreased by 16.7%, primarily due to pending agreements for overseas commissioned research [3] - The company holds 262 patents, including 163 invention patents, with a focus on digital information control devices and sensors [2] Market Opportunities - The company’s unique NLP sensor technology is expected to begin mass supply in 2025, with a gross margin exceeding 60% [4] - The TPMS product can cover 95% of vehicle models, with significant growth anticipated in the North American market, followed by Europe and China [6] Industry Trends - The company’s subsidiary WMHG is the only global provider of gas-tight solutions based on band-wound welded hoses, which positions it favorably as emission standards tighten [6] - The market for the company's valve products remains stable, contributing to overall business resilience [6]
万通智控(300643) - 2025年5月9日投资者关系活动记录表