Group 1: Company Overview and Strategic Focus - The company is committed to high-tech and intelligent development, focusing on military and domestic substitution core businesses [4] - The company plans to evaluate potential name changes based on business layout and operational conditions [5] Group 2: Product Development and Orders - The company has secured a project worth 13.5 million CNY in the nuclear power sector, focusing on radiation-resistant and high-temperature cables [2] - In the industrial robotics sector, the company offers four main product categories: mining robot cables, ROV cables for underwater operations, agricultural robot cables, and aerospace cables [3] Group 3: Technical Challenges and Innovations - Human-shaped robot cables face technical challenges such as high-frequency movement, space constraints, and multi-signal transmission [3] - The cables must endure over one million cycles of bending, twisting, and stretching, while also being lightweight and flexible [3] Group 4: Delivery and Production - The theoretical production cycle for special cables ranges from 7 to 15 days, subject to order priority and internal scheduling [4] Group 5: Mergers and Acquisitions Strategy - The company’s M&A strategy focuses on upstream special materials and polymer companies, and downstream connector and component firms to enhance product differentiation and market share [5]
华菱线缆(001208) - 2025年9月9日投资者关系活动记录表