XQL Slewing Bearing(SZ:300850)2025-05-09 09:24Group 1: Company Performance and Orders - The company expects its overall performance in 2025 to be influenced by industry conditions and downstream customer demand, with sufficient production orders currently in hand [2] - The company is experiencing strong demand in the wind power sector, which positively impacts its order situation [3] - The company has not disclosed specific order details through contract liabilities, but it confirms a robust order backlog [3] Group 2: Product Development and Technology - The company has achieved technological breakthroughs in wind turbine gearbox bearings and plans to complete the precision component project by June 2025 [3] - There are currently no plans to enter the humanoid robot bearing market, as the company's products are primarily focused on wind power and other heavy machinery [3][5] - The company is concentrating on high-end precision bearings in the wind power sector and has no immediate plans to develop products for other applications [5] Group 3: Stock and Market Management - The company's stock price is influenced by macroeconomic factors, market trends, and policy directions, with a focus on sustainable value creation for investors [4] - The management is committed to enhancing operational performance and maintaining effective communication with investors to improve market perception [4] Group 4: Production Capacity and Future Plans - Future capacity expansion will depend on industry conditions, customer demand, and the company's overall development strategy [3] - The company is currently maximizing production capacity through equipment upgrades and process optimization to meet customer delivery requirements [3]