Group 1: Company Overview - Zhejiang Jingu Co., Ltd. is a high-tech enterprise focused on the research, production, and sales of automotive wheels, recognized as a "specialized, refined, distinctive, and innovative" enterprise in Zhejiang Province [2]. - The company emphasizes technological innovation and product development, with a comprehensive research and development system [2]. - The revolutionary new material, Avatar niobium microalloy, offers high strength (up to 2000 MPa), good toughness, low cost, and reduced carbon emissions, making it suitable for replacing aluminum alloys, titanium alloys, and various steel materials [2][3]. Group 2: Product Highlights - The Avatar low-carbon wheel is a lightweight product characterized by innovative design, high precision, strength, better balance, enhanced deformation resistance, durability, and cost-effectiveness [3]. - The Avatar low-carbon wheel has entered both passenger and commercial vehicle markets, securing contracts with several new energy vehicle manufacturers [3]. - The company is accelerating capacity construction to meet the growing customer demand, leveraging its first-mover and scale advantages [3]. Group 3: Strategic Initiatives - The company is focusing on emerging industries' demands for lightweight, high-performance, and low-cost materials, actively exploring market potential [3]. - Plans are in place to establish "Hangzhou Jingu Embodied Intelligent Technology Co., Ltd." to advance applications of Avatar niobium microalloy in emerging fields like embodied intelligent robotics [4]. - The company aims to expand its product matrix for new materials through self-research, joint development, and equity cooperation [4]. Group 4: Market Expansion - The company plans to enhance its production capacity based on market demand and existing orders, ensuring it meets the increasing order requirements [5]. - While steadily increasing its domestic market share, the company is also looking to expand into overseas markets by establishing production bases abroad to provide competitive products and services to international clients [5].
金固股份(002488) - 002488金固股份调研活动信息20251028