HMD(SZ:002947)2025-07-02 08:10Group 1: Company Performance and Strategy - The company reported normal and orderly operations in Q2 2025, with ongoing progress towards its stock incentive goals, focusing on technology innovation, product structure optimization, and operational efficiency to drive long-term growth [2] - The company is actively responding to the challenges of heat dissipation, electromagnetic shielding, and lightweight design in AI terminals by establishing a forward-looking technology research system and agile cross-department collaboration [2] - The company aims to enhance its market presence in the communication and new energy sectors by leveraging its precision manufacturing capabilities and collaborating with leading industry players [3] Group 2: Core Competencies - The company builds differentiated barriers through deep technical accumulation and innovative processes, participating in clients' cutting-edge R&D to provide customized solutions and establish long-term strategic partnerships [4] - The company is expanding into emerging application scenarios to enhance its business resilience, increasing R&D investment, and deepening technological innovation for diversified development [4] Group 3: Market Opportunities - The company has extensive experience in the consumer electronics sector, with its precision flexible structural components applied across various devices, including smartphones, PCs, and smart wearables [5] - The company is well-positioned to meet the growing demands for lightweight, flexible, and integrated functionalities in smart terminal devices, providing tailored solutions to clients [5]