Group 1: Financial Performance - In the first three quarters of 2025, the company achieved a revenue of 6.593 billion CNY, representing a year-on-year growth of approximately 31.47% [1] - The net profit attributable to shareholders reached 412 million CNY, with a year-on-year increase of about 138.93% [1] - The net profit excluding non-recurring items was 398 million CNY, showing a year-on-year growth of approximately 153.42% [1] - Revenue from lithium battery structural components grew by over 45% in the first three quarters [1] Group 2: Future Outlook - The company expects strong growth in the fourth quarter of 2025 and into 2026, driven by robust demand in the downstream energy storage battery market [2] - The company aims to maintain the growth momentum of structural components in 2026, targeting a similar growth rate as in 2025 [3] Group 3: New Business Development - The company has established a subsidiary focused on the design and manufacturing of precision components for humanoid robots, leveraging its expertise in ultra-precision mechanical parts [1][4] - The company has begun independent research and development of components required for humanoid robots, including planetary roller screws and motor components [4] - The company has seen a noticeable increase in orders from the robotics sector, particularly for dexterous hand components [5] Group 4: Production and Technological Advancements - The company has made significant progress in product iteration, achieving a 22.5% weight reduction and a 13% decrease in surface temperature for its actuator modules [6] - The company has launched its Serbian factory, which began operations in June 2024, primarily focusing on the stamping of motor core components [8] Group 5: Market Risks - The humanoid robot industry is still in its early stages, and while the company is optimistic about long-term growth, there are significant uncertainties and investment risks involved [5][8]
震裕科技(300953) - 300953震裕科技投资者关系管理信息20251212