Group 1: Company Overview and Strategic Partnerships - The company collaborates directly with major automotive manufacturers such as Great Wall Motors and Dongfeng Nissan, focusing on specific products [2] - The company has a strong partnership with Fuyao Glass, which continues to deepen, ensuring stable business growth [5] Group 2: Financial Impact and Risk Management - The impact of U.S. tariffs on the company is minimal, as most products are traded under EXW terms, with tariffs borne by customers [3] - The company is actively promoting localized production through its U.S. subsidiary to mitigate tariff risks [3] Group 3: Cost Reduction and Efficiency Improvement - The company has established an automation department to enhance production efficiency and reduce costs [3] - Digital management upgrades are being implemented through various systems (PLM, APS, ERP, MES, WMS, OA) to support efficient operations and decision-making [3] - Lean production principles are being adopted to optimize production processes and reduce costs [4] Group 4: Competitive Advantages - The company is the largest domestic supplier of injection and extrusion automotive glass components, providing a scale advantage [5] - Strong profitability and intelligent manufacturing capabilities contribute to cost advantages [5] - The company has a global presence as a supplier to major automotive glass manufacturers [5] - Advanced core technologies in product development and production processes give the company a technological edge [5] Group 5: Innovation and Future Prospects - The company is developing a new nano composite color coating technology that enhances safety in autonomous driving applications [5] - This technology addresses VOC pollution and reduces glare, improving product performance and market competitiveness [5]
科力装备(301552) - 301552科力装备投资者关系管理信息20250616