宏润建设(002062) - 002062宏润建设投资者关系管理信息20251119

Group 1: Company Overview and Market Position - The company focuses on urban infrastructure in the Yangtze River Delta region, with improved project releases and landings in the second half of the year, particularly in Q3, where new business volume increased [2] - The company aims to stabilize new business volume in advantageous regions and expand into new markets in 2026, which is seen as a pivotal year for private enterprises [2] Group 2: Strategic Partnerships and New Ventures - The company established a joint venture, Ningbo Xingji Power Technology Co., Ltd., in the Ningbo Qianwan New Area, leveraging the region's strong industrial cluster advantages in the upstream robotics supply chain [2] - The joint venture aims to fill gaps in the local market by providing a main brand for robotics, supported by local government initiatives [2] Group 3: Product Development and Innovation - The joint venture's main product is a full-stack humanoid robot, with plans to develop additional series based on market needs, including wheeled and tracked robots, and optimizing key components for cost efficiency [3] - A self-research design team is being formed, with an expected team size of 60-100 by 2026, aiming for early commercialization [3] Group 4: Investment and Growth Strategy - The company has invested in Jingzhi Technology, which has developed three quadruped robot products, including the world's fastest quadruped robot, with orders already received for its industrial and consumer-grade robots [3] - The company plans to utilize its facilities in Qianwan New Area and Xuancheng for production, with potential for contract manufacturing based on future order demands [4][5] Group 5: Company Positioning and Future Outlook - Jingzhi Technology is positioned to compete with leading domestic firms in robotics control, while Hongsi Future focuses on the educational robotics market [5] - Matrix Superintelligence, specializing in humanoid robots, aims to align with top North American robotics manufacturers [5]