集智股份(300553) - 300553集智股份投资者关系管理信息20250516

Group 1: Company Overview - The company specializes in the research, design, production, and sales of fully automatic balancing machines and automation equipment, with applications across various industries including automotive, aerospace, and robotics [2]. - The core product, the fully automatic balancing machine, has a wide market application, leading to a customer base of over a thousand [2]. Group 2: Financial Performance - The company reported a 54.89% year-on-year increase in revenue for the first quarter, driven by stable growth in balancing machine sales and increased revenue from automation production lines [3]. Group 3: Industry Applications - The rise of the robotics industry has expanded the application of balancing equipment, as balancing machines are crucial for the stable operation of high-speed rotating components in robots [3]. - The company has established partnerships with leading motor manufacturers for various balancing machines and is focusing on developing equipment tailored to emerging industries [3]. Group 4: Product Customization and Pricing - The company's equipment is primarily customized, with prices varying based on the degree of customization and precision requirements from clients [3]. Group 5: Strategic Development Plans - The company aims to strengthen its core business while seizing opportunities from emerging industries, and is accelerating the industrialization process of its subsidiary, Diting Technology [4]. - The company has made significant progress in developing high-speed balancing machines for large rotating equipment, with the first prototype completed [4]. Group 6: Subsidiary Operations - Diting Technology focuses on signal processing technology under complex marine noise conditions, with ongoing development of intelligent underwater acoustic signal processing products [4]. - The subsidiary has completed the prototype of an intelligent underwater acoustic signal processing system and is entering the industrialization phase [4].