威力传动(300904) - 2025年9月30日投资者关系活动记录表

Company Overview - Silver Power Transmission Technology Co., Ltd. was established in 2003 in Yinchuan, with approximately 1,600 employees [2][3]. - The main business includes R&D, production, and sales of wind power gearboxes, with key products such as wind power gearbox reducers, pitch gearboxes, and integrated drive assemblies for new energy vehicles [2][3]. Financial and Operational Highlights - As of August 2025, the total investment in the wind power gearbox smart factory reached CNY 1.231 billion [3][4]. - The smart factory is currently in a critical construction phase, with all civil engineering completed and production equipment mostly delivered [3][4]. Smart Factory Development - The smart factory is expected to add an annual production capacity of 2,000 wind power gearboxes upon full operation [4][5]. - The factory's "smart" features include: - Automated logistics and warehouse management using AGV and smart scheduling systems [4]. - Process automation with digital tracking of materials through QR codes [4]. - Quality control through a dedicated quality assurance center [4]. Competitive Advantages - The smart factory is aligned with market trends towards larger and smarter wind turbines, enhancing the company's competitiveness [3][5]. - Industry barriers include: - High technical requirements and rigorous testing for product validation [5]. - Significant capital investment needed for equipment and R&D [5]. - Long supplier qualification periods of 2-3 years for new entrants [5]. Production Management Systems - The company has established comprehensive management systems including PLM, ERP, MES, and DNC to streamline production processes [6]. - These systems facilitate the management of production orders, material preparation, and quality control [6].