Group 1: Company Overview and New Subsidiary - The company established a subsidiary, Beijing Alrite Intelligent Robot Technology Co., Ltd., in May 2025, with shareholdings of 51%, 34%, and 15% held by Altrite, Shanghai Yunshi Space, and Shanghai Yifeng respectively [2][3] - Alrite focuses on providing customized robot solutions and developing various types of robots, including humanoid robots, leveraging automotive engineering technology [3] Group 2: Revenue and Market Expansion - In 2024, the company's overseas revenue was 111 million CNY, accounting for 11.4% of total revenue [3] - The overseas strategy starts in Japan and expands to Southeast Asia, the Middle East, and Europe, with significant projects including a 470 million CNY contract for vehicle manufacturing with Japan's AIM [3][10] - The company aims to enhance its overseas revenue share by leveraging global trends in the new energy vehicle industry [3] Group 3: Technological Developments - The company is advancing in the field of AI, applying new technologies to various stages of research and development, including the launch of the AI-based automotive design product "TAI" in March 2025 [4] - Ongoing projects in the autonomous delivery vehicle sector include the development of distributed drive steering platforms and intelligent chassis for logistics vehicles [3][4] Group 4: Automotive Components and Financial Performance - The company is expanding its automotive components business, focusing on power systems and key components, with several products entering mass production in 2025 [5][10] - The 2024 loss was attributed to intense price competition in the domestic automotive market, high R&D investments, and provisions for credit and asset impairments [6] Group 5: Future Growth Drivers - The company has secured multiple orders in vehicle development and component manufacturing, with a focus on maintaining relationships with existing clients while exploring new markets [9][10] - The gradual realization of these orders is expected to positively impact the company's performance and support future revenue growth [10]
阿尔特(300825) - 300825阿尔特投资者关系管理信息20250618