Group 1: Product Value and Market Performance - The unit value of products in the new energy vehicle sector has significantly increased due to the addition of new product categories such as water side flow plates and thermal management pipelines [1] - In Q1 2025, the company's revenue and net profit attributable to shareholders grew by 16.81% and 11.75% year-on-year, respectively [1] - The company's market share in the motorcycle and automotive sectors is approximately 45% and 15%, respectively [2] Group 2: Profitability and Competitive Advantage - The company maintains a high gross margin due to a dual mechanism of "technological advantage + high self-manufacturing rate" [3] - Continuous investment in R&D enhances product value and market competitiveness, allowing for better pricing power [3] - High self-manufacturing rates enable effective cost and quality control, contributing to sustained profitability [3] Group 3: Future Development Plans - The company is expanding into the smart electronic instrument sector, leveraging its existing customer resources and technological advantages in the motorcycle field [4] - Plans to establish a manufacturing network centered in Singapore, extending to Malaysia, Thailand, and Indonesia, to enhance overseas market capabilities [5] - The company is exploring new materials like PEEK, although no related business revenue has been generated yet [5]
恒勃股份(301225) - 2025年6月25日投资者关系活动记录表