CSB(SZ:300718)2025-11-04 14:24Group 1: Company Overview - The company specializes in the research, production, and sales of self-lubricating bearings and high-performance polymers [2] - Main products include self-lubricating bearings, modified engineering plastics, and fluoroplastics, widely used in automotive, construction machinery, robotics, energy, port machinery, plastic machinery, and agricultural machinery [2] Group 2: Financial Performance - In Q3 2025, the company maintained a growth trend with a revenue increase of 13.86% year-on-year and a net profit increase of 14.83% attributable to shareholders [2] - For the first three quarters of 2025, revenue grew by 11.97% year-on-year, and net profit attributable to shareholders increased by 11.01% [2] - Revenue from the automotive and construction machinery sectors increased by approximately 12% [2] Group 3: Strategic Focus - The company prioritizes automotive business as a key development direction and actively works to enhance market share [2] - In the construction machinery sector, the company maintains a stable market strategy to ensure the profitability of its core business [2] Group 4: Product Applications and Market Penetration - The company’s products are increasingly penetrating relevant niche markets, with ongoing product iterations [3] - Major downstream clients include Caterpillar, Liebherr, SANY Group, Fuchs, and KEB [3] - In the robotics sector, the focus is on self-lubricating bearings for joints, linear actuators, and components for dexterous hands [3] - The company is aligning order fulfillment with market demand, maintaining normal capacity utilization [3]