Group 1: Company Core Competencies - The company's core competitive advantage lies in product manufacturing differentiation, supported by a well-established supply chain and supplier system tailored to its business model [1] - The flexible production line allows for "small batch, multiple varieties, and quick response," enhancing equipment utilization and reducing production cycles while ensuring product quality [2] - Significant breakthroughs in product development were achieved by September 30, 2025, with a record number of new high-value product models launched, reinforcing the company's technical leadership in niche markets [2] Group 2: Overseas Expansion - The Thailand factory received IATF16949 certification and U.S. customs recognition in 2024, and successfully passed ISO14001 and ISO45001 certifications in 2025 [3] - Ongoing investments in the Thailand factory are optimizing production layout and strengthening supply chain collaboration, leading to sustained high capacity utilization [3] - The company has established local service capabilities in the North American market, accelerating its global industrial layout [3] Group 3: Robotics Components Production - The company is advancing the mass production of robotics components, including harmonic reducers, actuator modules, and specialized bearings, reaching small batch production stages [4] - The precision component manufacturing advantage aligns with robotics component production, allowing for shared R&D technologies and production equipment [4] - The company plans to leverage its market and mass production experience to achieve technological and quality breakthroughs in robotics components [4] Group 4: Client Engagement in Robotics Components - The company is actively communicating and collaborating with both domestic and international clients regarding robotics components, with progress reported as smooth [5] - Currently, there has been no large-scale market supply for this business, but significant information will be disclosed in accordance with regulations if necessary [5]
斯菱智驱(301550) - 浙江斯菱智能驱动集团股份有限公司2026年1月8日-1月9日投资者关系活动记录表