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唐源电气(300789) - 2025年10月30日投资者关系活动记录表

Group 1: Financial Performance - In the first three quarters of 2025, the company achieved a revenue of 404.07 million yuan, a year-on-year decrease of 10.56% due to business restructuring [1] - Excluding the vanadium-titanium business, core main businesses generated a revenue of 347.07 million yuan, representing a year-on-year growth of 10.73% [2] - The net profit attributable to shareholders was 48.47 million yuan, with a net profit of 44.62 million yuan after excluding non-recurring gains and losses [2] Group 2: Robotics Business Development - The company is set to launch a new generation of intelligent maintenance robots for rail fastening, featuring fully automated walking and intelligent obstacle avoidance [3] - The new robot is designed for customized tooling, supporting various maintenance needs and is expected to enhance operational convenience and market competitiveness [3] Group 3: New Business Segments Progress - The company has expanded into new business segments such as smart emergency response, intelligent manufacturing, and smart transportation through internal incubation and technology transfer [4] - Smart Emergency Response: Established a new company in Tibet, successfully winning a project for a county-level mining safety warning platform [4] - Intelligent Manufacturing: A subsidiary successfully secured a project for a smart factory control system in a benchmark automotive parts factory [5] - Smart Transportation: The company is promoting its self-adaptive platform door technology for high-speed rail stations nationwide, having recently won a project for an intercity station [5]