威力传动(300904) - 2025年12月16日投资者关系活动记录表

Group 1: Company Overview and Recent Developments - The company, Yinchuan Weili Transmission Technology Co., Ltd., is involved in the wind power gearbox sector and is currently progressing with its smart factory project for gearboxes [2][6]. - The company plans to raise up to 600 million CNY through a targeted A-share issuance to fund the first phase of the wind power gearbox smart factory and to supplement working capital [2][4]. Group 2: Product Advantages - The wind power gearbox is considered a critical component in wind turbine technology, featuring advantages such as smooth engagement, low noise, good sealing performance, high efficiency, lightweight, and low cost [3][4]. - The company employs advanced manufacturing techniques, including high-quality alloy steel materials and precision machining, to enhance the durability and performance of its gearboxes [3][4]. Group 3: Quality Control Measures - A dedicated quality assurance center has been established to oversee the entire production cycle, ensuring quality control from raw materials to production processes [3][4]. - The company has achieved ISO9001 and IATF16949 international quality management certifications, emphasizing its commitment to quality in design, material selection, and manufacturing processes [4]. Group 4: Cost Optimization Strategies - The company is implementing multi-faceted cost reduction strategies, including: - Technical Optimization: Increasing R&D investment to enhance product design and reduce material costs [5]. - Smart Production: The smart factory aims to improve production efficiency and reduce fixed costs through automation and information management [5]. - Lean Supply Chain Management: Establishing a robust supplier evaluation system to ensure cost-effective procurement and stable supply [5]. - Operational Synergy: Streamlining internal management to reduce order response times and expand market reach [5][6]. Group 5: Competitive Advantage and Future Outlook - The smart factory is expected to enhance the company's competitiveness by addressing market demands for larger and smarter wind turbines, thereby filling capacity gaps in high-power gearbox production [5][6]. - The anticipated annual revenue increase from the new production capacity is projected to be in the hundreds of millions CNY, which will improve financial metrics and operational resilience [6].