Group 1: Company Overview and Business Structure - In 2024, the company's main business revenue was 950.51 million yuan, with cleaning services accounting for 46.3% and motor business for 45.6% of total revenue, while other businesses contributed 8.1% [2] - The company aims to expand into automotive safety and comfort motor products, industrial automation, humanoid robot applications, intelligent driving cleaning systems, and new energy vehicle thermal management systems [3] Group 2: Market Trends and Product Demand - Unique exterior designs and practical functions in electric vehicles attract potential buyers, with products like hidden door handles and electric tailgates expected to maintain stable or growing market demand [3] - The average sales price of motors has remained stable in the first half of the year, as prices are already at relatively low levels, preventing severe price competition in the industry [3] Group 3: Business Strategy and Risk Management - The company emphasizes prudent management of accounts receivable risks, focusing on careful project and client selection to control the scale of long-term accounts [4] - Plans to expand the customer base while maintaining stable relationships with emerging clients to enhance market share [4] Group 4: Production Capacity and Technological Development - The company plans to produce 250,000 sets of gas-liquid mixed cleaning systems annually, with some capacity allocated to production in Thailand, adjusting based on customer demand [5] - The company is developing harmonic magnetic field motors, which offer advantages such as high power density, compact size, and reduced material costs, positioning them well for future customized solutions in the robotics sector [5] Group 5: Competitive Landscape and Pricing Strategy - The company collaborates with leading clients, maintaining a stable pricing system, with annual price reductions being reasonable and normal [5] - To mitigate the impact of price adjustments from automotive manufacturers, the company will focus on technological innovation, cost reduction, and improved internal management [5]
恒帅股份(300969) - 投资者关系活动记录表20250701