Group 1: Company Overview - The company is a secondary supplier for all models of Xiaomi cars, providing products such as windshield installation components, including edge strips and camera brackets [3] - The main production base is located in Qinhuangdao, Hebei Province, with plans for localized production in the U.S. [3] - The company is advancing two key projects: "Intelligent Production Construction Project for Automotive Glass Assembly Components" and "R&D Center for New Energy Vehicle Parts," aimed at alleviating current capacity shortages [3] Group 2: Financial and R&D Insights - In 2024, the company's R&D investment is expected to grow by 32.19%, accounting for 5.38% of revenue [3] - Key R&D focuses include: - Development of intelligent components for automotive assistance, addressing issues like VOC pollution and enhancing imaging clarity [3] - Technological iterations in production and assembly processes for automotive glass components to improve performance and reduce assembly costs [3] - Research on new materials to meet lightweight and safety requirements in automotive applications [3] Group 3: Market and Trade Considerations - The company is closely monitoring the impact of the U.S.-China trade competition, implementing strategies such as EXW trading terms and customer diversification to mitigate risks [2] - Tariff costs are transferred to customers, ensuring business stability through collaboration with key clients [2]
科力装备(301552) - 301552科力装备投资者关系管理信息20250714