奋达科技(002681) - 投资者关系活动记录表20250509

Financial Performance - In 2024, the company achieved a revenue of 3.144 billion CNY, a year-on-year increase of 8.76% [2] - The net profit attributable to shareholders for 2024 was 97.09 million CNY, up 117.44% year-on-year; the net profit excluding non-recurring items was 71.07 million CNY, a growth of 151.92% [3] - In Q1 2025, the company reported a revenue of 760 million CNY, a 15.82% increase year-on-year; the net profit attributable to shareholders was 40.45 million CNY, up 84.07% [3] Market Strategy - The company has nearly 80% of its business in overseas markets, with approximately 30% from the Americas, particularly the U.S. [4] - To mitigate the impact of U.S. tariffs, the company has established a production base in Vietnam, which achieved profitability in 2024 and is expanding capacity [5] - The company is diversifying its market strategy to reduce reliance on single markets and enhance risk resilience [5] Artificial Intelligence Initiatives - The company has established partnerships with leading firms like Alibaba, Amazon, and Huawei to explore AI hardware applications [6] - It is focusing on differentiated solutions in AI hardware, including products like AI chess robots and desktop companion robots [6][7] - The company aims to provide integrated solutions leveraging its extensive experience in AI applications and manufacturing [6] Robotics Development - The company has made early investments in the robotics sector, with successful products like the AI chess robot "Yuan Luobo" and AI desktop robots [8] - It is expanding into high-end components for humanoid robots and has established a subsidiary, Weir New Power, for developing axial field motors [9] - The company is collaborating with Tsinghua University for key component development and has received positive feedback from clients on its robotic joint motors [10]