Himile Science And Technology(SZ:002595)2025-05-15 10:00Group 1: Company Overview and Financial Performance - The company has a net asset exceeding 1.3 billion yuan and maintains sufficient cash flow, indicating financial stability [2] - In Q1 2025, the company's CNC machine tool products achieved approximately 180 million yuan in revenue, reflecting continuous growth in the machine tool business [3] - The company plans to optimize its investor return mechanism based on operational performance and shareholder demands [5] Group 2: Product Development and Market Position - The company emphasizes continuous innovation in mold manufacturing, utilizing advanced technologies such as laser engraving and 3D printing [3] - The tire mold business has seen consistent revenue growth due to self-research and rapid response to customer needs [3] - The electric heating vulcanization machine has significant advantages over traditional methods, with expectations for substantial market growth in 2025 [4] Group 3: Production Capacity and Future Outlook - The high-end casting project, with a capacity of 65,000 tons, is expected to begin production around June 2025, focusing on wind power components [4] - The global demand for gas turbines is anticipated to rise, with the company currently operating at full capacity [4] - The company has established a comprehensive global production service system with subsidiaries in various countries, including the USA, Thailand, and Hungary [5] Group 4: Market Strategy and Customer Engagement - The company actively engages in investor relations through online collective reception days and specific investor surveys [2] - The CNC machine tool products cater to various industries, including precision molds, automotive, and electronics, with a focus on customized services [5] - Currently, less than 10% of the company's direct exports are to the US market, indicating potential for growth in international sales [5]