Group 1: Strategic Investment and Growth - The company has invested in Luoyang Aowite, acquiring an 18% stake, aiming to leverage Aowite's technology and products to penetrate the core components market for robots, fostering new business growth [2][3] - The anticipated sales revenue increase from the investment in Aowite is expected to align with market demand from 2026 to 2028, particularly in high-precision bearings for robotics [2][3] Group 2: Market Performance and Trends - The company has seen a positive trend in orders since Q3 2025, attributed to improved external conditions and strategic capacity planning, which aligns with operational expectations [4][5] - In the North American market, the company has established a strong presence, with revenue from this region accounting for over 80% of total revenue in the first three quarters of 2025, supporting overall performance growth [5] Group 3: Product Innovation and Market Expansion - The company is focusing on the rapidly growing plant lighting market, driven by factors such as policy changes, technological advancements, and increasing demand for local food production [4][5] - The expansion of vertical farming and the legalization of cannabis in several U.S. states have created a robust demand for LED technology in plant lighting, contributing to significant order growth [4][5]
联域股份(001326) - 2025年11月20日投资者关系活动记录表