Group 1: Company Overview and Market Focus - The company, Hangzhou Kaierda Welding Robot Co., Ltd., is focusing on expanding its market presence in various sectors, including electric bicycles, automobiles (including new energy vehicles), medical devices, heavy industry, shipbuilding, and arc additive manufacturing [2][3]. - The company plans to adjust its marketing strategies based on the changing demands of different downstream sectors [2]. Group 2: Regulatory Impact on Demand - The release of the "Electric Bicycle Industry Norms" on April 30, 2024, mandates that key production processes, such as welding, must achieve an automation rate of at least 70% [3]. - As these standards are implemented, the demand for industrial robots in the electric bicycle manufacturing sector is expected to increase significantly [3]. Group 3: Sales Performance - In Q1 2024, the company shipped 1,266 industrial robots, marking an 80.34% year-on-year increase [4]. - The sales of self-produced robots reached 734 units, reflecting a substantial year-on-year growth of 159.36% [4].
凯尔达(688255) - 投资者关系活动记录表