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恒而达(300946) - 2025年05月16日投资者关系活动记录表
300946HENGERDA(300946)2025-05-19 00:14

Group 1: Company Overview and Acquisition - Fujian Heng'erda New Materials Co., Ltd. is in the process of acquiring SMS Maschinenbau GmbH, which includes high-precision CNC grinding machines and all related businesses [2] - The acquisition requires necessary approvals from the Ministry of Commerce and the National Development and Reform Commission before completion [4] Group 2: Product Applications and Market Presence - The company's linear guide products are utilized in various sectors, including laser processing equipment, 3C devices, photovoltaic equipment, CNC machine tools, and automation production lines [3] - SMS has established a global customer network, serving leading companies in tool manufacturing and precision component production, including Sandvik, EMUGE-Werk, and Gleason [5] Group 3: Short-term Development Plans - Heng'erda aims to assist SMS in resuming normal production operations, with plans for a dedicated team to facilitate the localization of the supply chain in China [6] - SMS has sent procurement lists and technical documents to Heng'erda to expedite collaboration [6] Group 4: Business Outlook and Relationships - The company anticipates accelerating the integration of SMS's core technology assets and market channels to enhance performance in the second half of the year [7] - SMS maintains service relationships with Reishauer and Klingelnberg, providing maintenance and repair services without direct competition [9]