涛涛车业(301345) - 301345涛涛车业投资者关系管理信息20250611

Group 1: Production Capacity and Sales Performance - The company's Vietnam factory has completed key processes such as frame forming, surface treatment, and power assembly, with ongoing capacity improvements to meet U.S. market demand [1] - The sales of electric golf carts are currently performing well despite a significant decline in exports to the U.S. due to anti-dumping investigations, attributed to increased brand recognition and a strengthened dealer network [1] Group 2: Market Expansion and Product Development - Sales in non-U.S. markets are showing an overall growth trend, primarily driven by the expansion of all-terrain vehicle sales, with plans to enhance R&D and sales channels for broader product offerings [2] Group 3: Robotics Industry Engagement - The company is considering entering the robotics industry, recognizing the vast market potential driven by technological advancements, while ensuring that its core operations remain unaffected [3] - RevEdge Inc., the company's U.S. subsidiary, has signed a $2 million investment agreement with K-Scale Labs, focusing on developing an open-source robotics AI platform, aiming to integrate manufacturing and technology resources in the humanoid robotics sector [3] - The investment in the robotics sector carries uncertainties due to the complexity of technology and competitive landscape, urging investors to exercise caution [3]