Group 1: Company Overview and Core Competencies - The company has developed a differentiated product manufacturing capability, supported by a flexible production line that allows for "small batch, multiple varieties, and quick response" to market demands [1][2] - The product range includes over 6,000 models, covering mainstream global vehicle types, enhancing the company's market responsiveness [2] - The company has established a robust supply chain and supplier system tailored to its business model, which contributes to its competitive advantage in import substitution [1] Group 2: Production Capacity and Future Plans - In 2024, the company established a robotics components division focused on the research, production, and sales of harmonic reducers, which are applicable in various robotic applications [3] - The company plans to invest in a second production line for harmonic reducers, expected to reach production capacity by the end of the year, to meet anticipated market demand [3] - Currently, the company is in the small-batch production phase for harmonic reducers, with significant information to be disclosed as necessary [3] Group 3: International Operations and Market Strategy - The Thailand factory has obtained the IATF16949 certification and the E-Ruling certification from U.S. Customs, enhancing its competitiveness in overseas markets [4][5] - The company employs a FOB business model for North American operations, with customers bearing related tariffs, minimizing the impact of U.S. tariff policies on its business [4] - The company is actively monitoring U.S. tariff policies and developing strategies to leverage market opportunities [4] Group 4: Flexibility in Production and New Business Areas - The company possesses extensive experience in flexible manufacturing, which will be gradually applied to new business areas as market conditions evolve [6] - The company aims to adapt its customized production capabilities to meet the needs of emerging markets in the future [6]
斯菱股份(301550) - 浙江斯菱汽车轴承股份有限公司2025年6月18日-6月19日投资者关系活动记录表