CSB(SZ:300718)2025-09-03 10:00Group 1: Company Overview - The main business of the company is the research, production, and sales of self-lubricating bearings and high-performance polymers, with key products including self-lubricating bearings and modified engineering plastics [2] - In the first half of 2025, the company's revenue increased by 11.03% year-on-year, and the net profit attributable to shareholders grew by 9.22% [2] - Revenue from the automotive and engineering machinery sectors increased by approximately 10% [2] Group 2: Market Focus and Strategy - The automotive sector is a key development direction for the company, which aims to enhance market share [2] - The engineering machinery sector showed a significant rebound in revenue during the first half of the year, with a focus on cost reduction through industry chain collaboration [2] - The company maintains close communication and cooperation with stakeholders in the robotics industry, including manufacturers and suppliers [3] Group 3: Product Applications and Innovations - The company's linear actuators are primarily used in robotic fingers, wrists, elbows, and knees, facilitating precise coordination of robotic movements [3] - High-performance polymers such as PTFE, PEEK, and PA are utilized in the company's products, offering lightweight, corrosion resistance, and improved structural strength [3] - The use of polymer materials for structural components significantly enhances production efficiency and reduces costs, contributing to the lightweight and cost-saving requirements of robotics [3] Group 4: Financial Performance - The overall gross margin for the first half of 2025 remained stable, with a slight decline of approximately 1 percentage point due to raw material price fluctuations [3] - Domestic revenue accounted for about 60% of total revenue, benefiting from the robust growth of the domestic automotive industry [3]