Group 1: Investor Relations Activity - The company held an earnings briefing on May 14, 2025, via an online platform [3] - Key participants included the Chairman Zhao Jun and CFO Li Shijie [3] Group 2: Product and Market Insights - The main products are glue dispensing control systems, general motion controllers, and servo drivers, primarily serving the consumer electronics sector [4][15] - The company does not currently have plans to expand into humanoid robotics or directly into overseas markets [5][14] Group 3: Financial Performance - In 2024, revenue from glue dispensing control systems was CNY 48.68 million, a decrease of 9.68% year-on-year [15] - General motion controller revenue increased by 21.55% to CNY 10.69 million, with a sales volume growth of 31.7% [15] - Servo driver revenue rose by 40.68% to CNY 8.27 million, attributed to increased sales alongside glue dispensing systems [15] Group 4: R&D and Future Plans - The company plans to enhance R&D in intelligent motion control systems, focusing on high-speed and high-precision applications [7][9] - Key R&D areas include glue dispensing technology for irregular shapes and semiconductor processing [9][10] - The company aims to improve product quality and iteration frequency through standardized software and hardware interfaces [13] Group 5: Challenges and Strategies - The company faces challenges in expanding overseas and plans to support domestic EMS manufacturers in their international operations [5][14] - Strategies to mitigate market risks include enhancing product differentiation and improving customer credit assessments [23] Group 6: Shareholder Returns and Dividends - The company plans to continue cash dividends, proposing CNY 2.00 per share for 2024, alongside a capital increase of 4 shares for every 10 held [26][27] - In 2023, the company distributed CNY 14.48 million in cash dividends [26] Group 7: Intellectual Property and Innovation - In 2024, the company applied for 6 new patents, totaling 37 invention patents and 55 software copyrights by year-end [31]
乐创技术(430425) - 投资者关系活动记录表