Jinfei Kaida(SZ:002863)2025-12-03 08:21Group 1: Supply Chain and Production Strategy - The company adheres to a supplier management strategy focused on "stability, efficiency, collaboration, and win-win" principles, establishing long-term strategic partnerships with core suppliers to enhance supply chain stability [2] - The company is expanding its production facilities to Yunnan and Ningxia, leveraging local resource advantages such as low-cost electricity in Ningxia and abundant low-carbon hydropower aluminum resources in Yunnan, which helps reduce production costs [2] Group 2: Pricing and Profitability - The company employs an aluminum price linkage pricing strategy, which minimizes the impact of aluminum price fluctuations on profit levels by adjusting product prices based on average aluminum prices over a specified period [3] - The company plans to enhance profit margins through a four-pronged approach: product high-endization, intelligent manufacturing cost reduction, globalization efficiency enhancement, and new business incubation [8][9] Group 3: Intelligent Manufacturing and R&D - The company is advancing its intelligent manufacturing strategy, aiming for digitalization in equipment, operations, and processes, and has been recognized as a benchmark for intelligent factories in Zhejiang province [3] - R&D focuses on "new materials, new processes, and new applications," with an emphasis on lightweight, high-end, and low-carbon materials, and the successful mass production of recycled aluminum wheels [4][5] Group 4: Market Strategy and Sales Management - The company adopts a "global layout + differentiated strategy" in its sales management, targeting both domestic and international OEM markets, including partnerships with major automotive manufacturers [6][7] - The company is actively exploring the aftermarket (AM) segment, leveraging its strong design capabilities to meet diverse market demands and expanding into high-end aftermarket markets in Europe, America, and Southeast Asia [7] Group 5: Future Goals and Expansion Plans - Short-term goals include the production launch of a 1.2 million units/year turbine factory in Anhui by September 2025 and a 2 million units/year factory in Thailand by the end of the year [6] - Long-term plans involve continuous development in the robotics sector and the establishment of a humanoid robot die-casting parts industry to support sustainable growth [9]