思进智能(003025) - 2025年6月11日投资者关系活动记录表

Company Overview - 思进智能 is the first listed company in the cold forming equipment manufacturing industry in A-shares [4] - The company has three production bases [13] Market and Applications - The main downstream application fields for cold forming equipment include automotive, machinery, nuclear power, wind power, electrical, railway, construction, electronics, military, aerospace, petrochemical, shipping, and tools [3] - New application fields such as industrial robots and security have emerged, but their revenue contribution is relatively small [3] - The market share of cold forming equipment is currently unquantified due to a lack of authoritative sales statistics [4] Financial Performance - As of December 31, 2024, the company has effective orders amounting to approximately RMB 293 million [6] - The overseas revenue accounts for about 16.78% of total revenue, with major markets including India, Thailand, Turkey, Egypt, Brazil, Argentina, Algeria, Malaysia, and Tunisia [6] Production and Technology - The company employs a combination of order production and stock production management models [10] - The production cycle for medium and small models typically takes 3-5 months, while high-station, large-diameter, and customized heavy equipment can take 6-12 months [10] - The company has developed a multi-station intelligent precision warm forging equipment, with one prototype completed and another in trial production [12][13] Talent Development - The company aims to cultivate skilled technicians with a focus on craftsmanship and innovation [11] Future Plans - The company plans to expand its production capacity through new projects, including a manufacturing base for multi-station precision warm forging equipment, expected to be completed by 2025 [14]