步科股份(688160) - 投资者关系活动记录表（2023年12月8日）

Group 1: Company Overview - Company Code: 688160, Company Name: Shanghai Buke Automation Co., Ltd. [1] Group 2: Investor Relations Activity - Date of Activity: December 8, 2023, from 15:30 to 16:30 [2] - Location: Shenzhen Nanshan District, Yizhongli Technology Park, Building 1, 3rd Floor [2] - Participants: Jefferies, Oberweis [2] Group 3: Product Insights - The company's frameless torque motor differs from traditional servo motors in its flat design and hollow shaft, facilitating easier wiring and installation [2] - Frameless torque motors have a higher torque in the same volume compared to traditional low-voltage servo motors, catering to customer needs for lightweight and high-torque solutions [2] - Main applications of the frameless torque motor are in collaborative robots and bionic robots, with significant sales contributions from collaborative robots [2] Group 4: Technical Development - The company has been developing frameless torque motors for approximately 7-8 years, leading to the third generation of products that have been validated in the market [3] - The company maintains close links with customers to meet their needs and assist in product iterations [3] Group 5: Production Capacity and Future Plans - Current production bottlenecks are primarily due to space limitations, but a new manufacturing base in Changzhou is expected to be operational by the end of next year [3] - Plans to establish fully automated production lines are in place, which will increase standard capacity to meet future market demands [3] - The company has introduced new series of inverters and PLC products, which are expected to enhance competitiveness despite currently low production volumes and sales revenue [3][4]