Hamaton(SZ:300643)2025-05-13 04:14Group 1: Company Overview and Strategy - The company introduced its history, development strategy, and main business during the investor relations activity [1] - The company has been supplying small batches of its NLP products to European and American clients since 2022, with full-scale production expected to begin by the end of 2024 [1] Group 2: Competitive Advantages - The company's NLP products feature unique technology, low power consumption, high cost-effectiveness, and easy installation, which saves on labor costs compared to traditional products [1] - The company has established a strong brand presence in the mature European and American markets due to its technological advantages [2] Group 3: Market Performance and Growth - Revenue from the sensor and digital information control equipment segment grew by 29.79% in 2024 and 41.17% in Q1 2025, primarily driven by the passenger vehicle TPMS business [2] - The TPMS sensors can adapt to over 95% of vehicles on the market, indicating strong competitiveness [2] Group 4: Globalization and Trade Relations - The company has localized production through the establishment of a factory in Thailand and acquisitions in Germany, Czech Republic, the United States, and Shanghai, mitigating trade dispute risks [2] - Despite recent easing of US-China trade tensions, the company remains cautious and advises investors to be aware of investment risks [2] Group 5: Research and Development Initiatives - The company signed an agreement with Zhejiang University to establish a joint research center, committing at least 31 million RMB for the development of intelligent automotive and embodied intelligent systems [2] - Current research focuses on intelligent automotive pressure sensors, AI sensors, and big data models for vehicles [2] Group 6: Future Plans - The company currently has no plans for refinancing [2]