Group 1: Company Growth Drivers - The main growth driver for the company's traditional cleaning business is the acquisition of new customers, as the domestic market share is already established and unlikely to change significantly in the short term [2] - The company plans to gradually deploy a production capacity of 250,000 sets per year for the gas-liquid mixed active cleaning system based on the progress of mass production [2] - In the electric motor sector, the company has accumulated a good reputation and market share in the automotive four-door and two-cover areas, with ongoing expansion of new electric motor products expected to create additional market space [3] Group 2: Market Competition Landscape - The small motor market is tightly packed, making it difficult for too many competitors to enter, resulting in a less competitive environment [4] - High technical barriers in small motor technology development pose significant challenges for component manufacturers, shaping the competitive landscape [4] - The narrow market scenarios targeted by small motors lack sufficient attractiveness to draw in numerous competitors [4] Group 3: Robotics and ADAS Developments - The company is focusing on humanoid robot opportunities and has engaged with overseas clients, creating samples based on its technical solutions [5] - Plans to accelerate domestic customer expansion and participate in industry exhibitions to showcase technological achievements in humanoid robots are underway [5] - The ADAS active perception cleaning system is positioned as a key growth driver, with existing projects secured with clients like Waymo and Meituan [6] Group 4: New Energy Business and Revenue Contribution - The company is actively integrating existing technologies with the new energy vehicle sector, with projected revenue from new energy vehicle components reaching 280.82 million yuan in 2024, accounting for 29.54% of the main business revenue [6] - The electric motor sector continues to expand due to rising electrification demands and significant opportunities for domestic replacements [6] Group 5: Challenges and Opportunities in the Electric Motor Industry - The electric motor market is expanding with increasing demand for electric vehicles, presenting both challenges and opportunities [6] - The rise of new markets, such as robotics, is seen as a future growth area for the electric motor industry [6] - The company aims to continuously develop new products and expand into new markets and customers to enhance its technological advantages and core competitiveness [6]
恒帅股份(300969) - 投资者关系活动记录表20250513