HMD(SZ:002947)2025-06-04 07:56Group 1: Company Performance - In Q1 2025, the company achieved a revenue of 649 million CNY, representing a 52.59% increase compared to the same period last year [2] - The net profit attributable to shareholders was 108 million CNY, reflecting a 53.69% year-on-year growth [2] Group 2: Product Development and Innovation - The company focuses on precision flexible structural components, addressing technical challenges through multi-layer composite technology and innovative design [2] - Continuous investment in R&D drives technological innovation, enabling product upgrades and the exploration of new business growth points [3] Group 3: Business Expansion and Capacity Planning - The company has established a global strategic layout with subsidiaries in Hong Kong and production bases in Kunshan, Huizhou, and Vietnam [4] - A flexible production capacity network allows the company to adjust production rhythms based on customer demand [4] Group 4: Market Opportunities and Future Plans - The company is exploring opportunities in humanoid robots, AI glasses, and new materials, leveraging its extensive industry experience and stable customer network [5] - The company maintains a stable relationship with major clients, with no significant impact on order delivery due to external tariff events [8] Group 5: Strategic Goals and Risk Management - The company has not adjusted its stock incentive targets and remains confident in achieving them through product structure optimization and deepening customer cooperation [7] - The company emphasizes risk management by optimizing capacity allocation and enhancing long-term strategic partnerships with clients [8]