Group 1: Financial Performance - The company's solar motor revenue is expected to grow while maintaining the current gross margin, although a slight decline in gross margin is anticipated due to increased revenue [2] - Accounts receivable increased in Q1 2025 due to revenue growth [2] - The company has a robust order reserve, particularly in the energy storage motor sector, benefiting from significant growth in the power industry [3] Group 2: Product Development and Strategy - The company is transitioning from customized services to standardized products as part of market development, while still adhering to the core philosophy of non-standard customization [3] - The company has completed the design and prototyping of a hollow cup motor, which is now in the critical sample testing phase [3] - The company is cautiously exploring investment opportunities beyond robotics, welcoming collaborations with any relevant high-quality investment targets [3] Group 3: Operational Insights - The company is currently operating at historical maximum capacity to ensure timely order fulfillment, particularly in the RV motor business [4] - The company maintains a conservative approach to new product production investments, making initial purchases based on customer demand and order situations [3] - The robotics R&D team is still in the process of recruitment, focusing on talent in drive control [3]
江南奕帆(301023) - 301023江南奕帆投资者关系管理信息20250526