Group 1: Business Performance - The company's overseas sales have returned to a growth trajectory, with significant improvements in performance during the third quarter as production capacity at the Thailand factory was rapidly released [2][3] - The Thailand factory has successfully transitioned North American customer orders to its production base, ensuring smooth delivery [4] Group 2: Production Capacity - The Thailand factory is currently in a critical phase of capacity ramp-up, with production equipment debugging and process optimization underway. The overall capacity utilization rate is gradually increasing but has not yet reached a high level [5] - The 3D printing filament production line in Thailand has entered a stable production phase, with performance validated by customers and expected to reach full capacity by the end of the year [5] Group 3: Market Outlook - Despite uncertainties in the global trade environment, the company sees significant development opportunities in overseas markets, leveraging a network system of "headquarters economy, Chinese R&D, global manufacturing, and localized services" [6] - The Thailand factory will drive sustainable growth by deepening services in overseas markets, accelerating new product line projects, and continuously improving cost structures through scaled manufacturing and operational optimization [6]
家联科技(301193) - 2025年11月18日投资者关系活动记录表