Group 1: R&D Investment and Focus Areas - The company is focusing on humanoid robots and industrial automation, with an emphasis on harmonic magnetic field motor technology and new magnetic materials [2][3] - R&D expenditure for the first half of 2025 was CNY 15,485,222.39, representing a year-on-year increase of 4.23% [3] - Future R&D investments will be adjusted based on business strategy, market conditions, and project needs to maintain technological leadership [3] Group 2: Customer Base and Market Expansion - The company aims to reduce customer concentration by actively exploring new markets for automotive motor technology and increasing the number of new customers [3] - Continuous development of new customers and projects is underway to secure more quality orders while maintaining stable relationships with existing clients [3] Group 3: Production and Supply Chain Strategy - The Thai production base is progressing well, with some equipment testing completed and initial production expected to ramp up after the New Year [4][5] - The establishment of the Thai base is part of the company's strategy to mitigate international trade friction and expand production capacity to meet global demand [5] - The company is implementing a vertical integration strategy by developing and manufacturing upstream core processes and materials, enhancing supply chain control and cost efficiency [5]
恒帅股份(300969) - 投资者关系活动记录表20250904