Group 1: Company Overview and Business Strategy - The company has established a multi-dimensional business layout in the robotics application field, covering industrial robots, logistics robots, service robots, and humanoid robots [2] - Collaboration with clients in the industrial control and robotics sectors is progressing smoothly, with some projects accelerating based on client demand, laying a solid foundation for long-term business development [2][3] Group 2: Product Applications and Technical Advantages - The company's medium and low-voltage connector products are primarily used in humanoid robots for core functions such as motion control modules, power control systems, and signal transmission units [3] - The company maintains a gross profit margin of approximately 40%, creating a strong profitability moat through high reliability requirements of industrial-grade products [3] Group 3: Market Position and Competitive Edge - The company has developed over 50,000 mass production part numbers and 100,000 reserved part numbers, enabling quick responses to customized demands in emerging fields like robotics [3] - The company emphasizes a multi-category, diversified, and high-end precision approach, providing significant differentiation in precision, stability, durability, and adaptability to various scenarios, which aligns well with the complex demands of humanoid robots [3] Group 4: Market Trends and Growth Potential - The global connector market is predominantly led by overseas manufacturers, but China, as the largest connector market, is experiencing an acceleration in domestic substitution [4] - The company is well-positioned for growth in the domestic substitution process due to its adherence to international standards in product quality, overseas production capacity, and relevant R&D technology reserves [4]
维峰电子(301328) - 投资者关系活动记录表（2025年9月9日）