Group 1: Investor Relations Activity Overview - The investor relations activity took place on May 9, 2024, at the Westin Hotel in Beijing [2] - Attendees included major financial institutions such as Southern Fund, Kaiyuan Securities, and CITIC Securities [2] - Company representatives included the board members and the general manager, Mr. Tan Jun Guang [2] Group 2: Company Performance and Market Position - The company reported stable order status despite a general performance dip in Q1 2024, influenced by project acceptance timing [4] - The AGV/AMR robot market is expanding, with a competitive landscape forming among domestic companies, enhancing the industry ecosystem [5] - The company maintains a solid market position due to its deep industry engagement and brand establishment [5] Group 3: Impact of Policy and Equipment Updates - Recent government policies on equipment updates are expected to positively impact the company's business development [6] - The company plans to leverage its technological, brand, and project experience advantages to seize market opportunities [6] Group 4: Product and Service Advantages - The company specializes in customized solutions, requiring a deep understanding of client needs and industry characteristics to ensure product quality and efficiency [7] - The company has accumulated significant project experience in intelligent manufacturing system integration, which supports ongoing client orders [7] Group 5: Proprietary Software Development - The company has developed proprietary software systems, including the EVS (Electric Vehicle Control System) and AMS (Automated Management System) [9] - These systems enhance operational efficiency and management capabilities for mobile robots across various client sectors [9]
机科股份(835579) - 投资者关系活动记录表