Group 1: Investor Relations Activity Overview - The investor relations activity was held on May 8, 2025, at the Kerry Hotel in Beijing, attended by various financial institutions including Kaiyuan Securities and Huaxia Fund [3][4]. - Company representatives included the Vice General Manager, Board Secretary, and Financial Officer, Mr. Shen Jianbo [3][4]. Group 2: Collaboration with Magna - The collaboration with Magna on the DCT project passed mass production approval by the end of 2024, marking a significant milestone for the company [4]. - This partnership enhances the company's market share in the passenger vehicle automatic transmission sector, with a growing demand for dual-clutch transmissions (DCT) [4]. - The collaboration provides recognition from a global industry leader, facilitating entry into other foreign enterprises and expanding global business opportunities [4]. Group 3: Future Growth Areas - Future growth is expected primarily in the passenger vehicle transmission sector, with ongoing mass production projects and new projects like DHT contributing to increased sales [5]. - Opportunities for growth also exist in engineering machinery, agricultural machinery, flying cars, and marine applications [5]. Group 4: Transmission Systems in Electric Vehicles - All fuel vehicles require transmissions, and low-carbon and zero-carbon fuel vehicles also utilize automatic transmissions [6]. - High-end electric vehicles, such as the Porsche Taycan 4S and Audi e-tron Sportback, are increasingly adopting two-speed transmissions, indicating a trend towards multi-speed systems in electric vehicles [7]. - Plug-in hybrid electric vehicles (PHEVs) require automatic transmission friction plates, with major manufacturers accelerating their hybrid powertrain developments [7].
林泰新材(920106) - 投资者关系活动记录表