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威力传动(300904) - 2025年5月28日投资者关系活动记录表(宁夏辖区上市公司投资者集体接待日暨2024年度业绩说明会)

Group 1: Production and Efficiency - The introduction of intelligent production lines has significantly improved product consistency and reduced delivery instability through a comprehensive information system [2][3] - The company aims to enhance resource efficiency and reduce costs by deepening the application of information systems across subsidiaries, leading to improved delivery efficiency and stability [3] Group 2: Raw Material Management - The company employs a bidding procurement strategy to control costs during periods of raw material price fluctuations, ensuring stable supply through long-term supplier relationships [3] - The procurement strategy emphasizes compliance, traceability, and quality assurance while maintaining competitive pricing [3] Group 3: Market Trends and Capacity Utilization - The global wind energy market is projected to add 791 GW from 2024 to 2028, with an average annual installation capacity of 158 GW, indicating a growing demand for wind power [3][4] - The company is adapting its production capacity to meet market demands, with new factories for precision reducers and speed increasers planned for 2024 [4] Group 4: Competitive Positioning - The company focuses on enhancing product quality and cost efficiency through supply chain integration, technological upgrades, and expanding production scale, while currently having no plans for acquisitions [4] - The rapid growth in offshore wind power is driving adjustments in gearbox product structures, aligning with market expectations for large megawatt models [4] Group 5: Innovation and R&D - The company has developed a range of specialized gearboxes for wind power applications, with a strong emphasis on reliability and performance under extreme conditions [6][8] - As of December 31, 2024, the company holds 197 authorized patents, including 31 invention patents, showcasing its commitment to innovation and technology development [8] Group 6: Environmental and Regulatory Compliance - The company is committed to green manufacturing practices, implementing energy-saving technologies and achieving certifications such as ISO 14001 and LEED [9] - The company does not currently face demands for environmental technology upgrades, indicating a proactive approach to sustainability [9] Group 7: Human Resources and Skills Development - The company employs 203 technical staff, with a high percentage holding bachelor's degrees or higher, ensuring a skilled workforce to support smart manufacturing upgrades [10] - An employee stock ownership plan has been implemented to enhance motivation and align employee interests with company performance [10] Group 8: International Expansion - The company has established global service points in key markets, enhancing responsiveness to customer needs and demonstrating a commitment to international expansion [10] - The company has successfully entered the supplier lists of several international wind power enterprises, indicating strong global market positioning [10]