Group 1: Financial Performance - The company's gross margin increased in the first half of the year due to continuous optimization of product and customer structure, leading to a higher sales proportion of products with better margins [2] - The company aims to maintain a stable and sustainable gross margin level through a focus on high value-added business, technological upgrades, and cost control [2] Group 2: Impact of Tariffs - The company's Thailand factory has successfully obtained the E-Ruling from U.S. Customs, allowing it to meet most order demands in the North American market [2] - The North American business primarily operates on an FOB basis, with related tariffs borne by customers, resulting in a limited impact from tariff policies due to the essential nature of the products in the aftermarket [2] Group 3: Product Segmentation - Bearing products for braking systems represent the largest revenue segment, including hub bearings and heavy-duty truck bearings, which are essential components for both electric and traditional fuel vehicles [2] - The company plans to continue increasing market share in this segment to drive steady business growth and enhance overall profitability [2] Group 4: Future Development Plans - The main engine market is a key strategic direction for the company, with ongoing efforts to expand quality projects [2] - A new project for the annual production of 6.29 million high-end automotive bearings is expected to be completed next year, enhancing the company's capacity for high-end intelligent products [2] Group 5: Robotics Division - The company established a robotics components division in 2024, focusing on the research, production, and sales of robotic components, particularly harmonic reducers [3] - The core equipment for harmonic reducers is expected to be in place by the end of 2024, enabling small-scale production, with a second production line investment aimed at meeting future market demand [3]
斯菱股份(301550) - 浙江斯菱汽车轴承股份有限公司2025年8月27日投资者关系活动记录表