EFORT(SH:688165)2023-11-09 10:40Group 1: Company Performance - The company's overall shipment volume in the photovoltaic industry has increased by over 100% year-on-year [3] - Despite a downturn in the 3C industry, the company's robot sales in this sector have also seen significant growth due to prior product positioning and customer development [3] - The current annual production capacity is over 15,000 units, achieved without increasing factory space through optimized production processes [4] Group 2: Market Trends and Projections - The investment enthusiasm in the photovoltaic industry is expected to decline in the fourth quarter of this year and into next year [3] - Short-term focus is on the 3C and new energy sectors, while mid-term opportunities lie in the automotive and metal processing industries [3] - Long-term plans include expanding the use of robots in general industrial applications [3] Group 3: Financial Aspects - The payment cycle for the company's complete machine business is between three to six months [4] - The gross profit margin for complete machines has improved due to resource focus, cost control, and the realization of scale effects [5] Group 4: Strategic Focus - The company is concentrating its resources on core machine business due to limited internal resources and the financial burden of integrated services [5] - The competitive landscape in the industrial robot sector is intensifying, prompting manufacturers to enhance cost control and optimize supply chains [6]