Headman(SH:688577)2025-12-22 01:45Summary of Haideman's Conference Call Company Overview - Company: Haideman - Industry: High-end machine tools and robotics Key Points and Arguments High-end Machine Tool Development - Haideman has completed the layout of high-end machine tool product types and plans to gradually increase orders in the robotics market by 2026 through independent core technology and in-house component manufacturing [2][3] - The company has made significant advancements in various technical fields, including grinding equipment and high-speed machining of aluminum and magnesium alloys [3] Robotics Industry Progress - Haideman aims to address two main challenges in the robotics industry: low-cost mass manufacturing and the integration of AI with application scenarios [4] - The company has developed specialized machines and high-end models to replace imported high-end machine tools from Japan and Germany [4] - A strategic partnership with leading robotics companies has been established to cover R&D, parts manufacturing, and sales [4] Production Capacity and Facilities - By 2026, Haideman plans to achieve a production capacity of over 3,000 humanoid robots and 10,000 quadruped robots [7] - The company has constructed a nearly 30,000 square meter facility and is initiating small-batch assembly lines, with a production value chain share of 40%-60% [7] Precision and Hardness Achievements - Haideman's hard turning equipment has achieved precision within 1 micron, with ongoing efforts to reach 0.1-0.3 microns [9] - The hardness of their products reaches HRC 58-63, significantly enhancing the rigidity and efficiency of their lathes compared to grinding machines [9] CNC System Development - The company utilizes both domestic and foreign CNC systems, with significant secondary development of domestic systems to match foreign performance [10] - Collaboration with Weichuang Electric focuses on motors and servos, but not on control systems [10] Customer Base and Market Growth - Haideman has approximately five to six clients, including some top-tier companies, although specific names cannot be disclosed [12] - The machine tool business is experiencing continuous growth, with quarterly order increases and positive market feedback [15] Strategic Partnerships and Applications - A deep strategic partnership with 58.com aims to optimize design for efficiency, quality, and cost reduction, with ongoing assembly of small-batch quadruped robots [16] - Potential applications in public security, riot control, and inspection are being explored, indicating significant future demand [16] Future Directions and Market Engagement - Haideman plans to showcase its printing and robotic assembly lines to the capital market, focusing on high-end machine tools and intelligent manufacturing [17] - The company aims to gradually demonstrate its R&D achievements and create value for the industry [17]