Group 1: Revenue Breakdown - The company's revenue from the automotive industry accounts for nearly 80% in 2024, with the revenue from new energy vehicles making up approximately 23% of that total [4] - The cost of joint robots, which are primarily sourced externally, constitutes about 15% of the project's revenue [5] Group 2: Research and Development Focus - The company is focusing on three main R&D directions: 1. Flexibility: Increasing investment in flexible technology to meet the demand for "small batch, diverse, and customized" production from non-automotive sectors [6] 2. Intelligence: Establishing a wholly-owned software subsidiary in Xi'an in 2023 to focus on the development of smart factory management software [6] 3. Large/Heavy Automation: Developing automation products with specifications ranging from 2 tons to 10 tons in response to the trend of large integrated die-casting in new energy vehicles [7] Group 3: Software Development and Competitive Edge - Software is identified as one of the core competitive directions for the company, with plans to continuously increase investment in software R&D [8] - The demand for flexible manufacturing lines is driven by two main scenarios: 1. New energy vehicles requiring rapid switching capabilities due to fast product technology iterations [9] 2. Non-automotive sectors where products exhibit "small batch, diverse" characteristics, making flexible production lines essential [9] Group 4: Value Proposition of Flexible Manufacturing - The technical approach involves using software algorithms and modular hardware design to achieve compatibility and efficient switching between multiple product types, requiring minimal manual intervention [9] - The integration of mass production efficiency with flexible production capabilities helps clients meet future product iteration demands while avoiding repetitive investments in production lines [9]
巨能股份(871478) - 投资者关系活动记录表