Group 1: Business Performance and Market Position - The company's overall gross margin decreased due to the impact of COVID-19, with high-margin overseas business being affected and domestic project delays [2][3] - In 2020, the company adjusted its customer structure and business direction in high-end intelligent equipment manufacturing to maintain its leading position in the automotive body automation welding sector [3] - The order proportion for new energy vehicles is approximately 30%, with expectations for further increases in the future [3][4] Group 2: Robotics Development and Production - The company signed contracts for over 500 robotic bodies by June 30, 2020, establishing stable partnerships with various clients across industries [4] - The company aims to shift the ratio of system integration and product/service business from 8:2 to 1:1 within three years [4] - A new factory in Haining, Zhejiang, is under construction with a designed capacity of 10,000 robots per year, enhancing production capabilities [3][4] Group 3: Medical Robotics Initiatives - The company is preparing for clinical trials and CFDA product registration for its blood collection robot, which is part of a comprehensive service for hospitals [5] - The company has initiated the development of a puncture robot, with plans for additional medical robot product lines targeting various clinical scenarios [5] Group 4: Industrial Robot Services and Ecosystem - The company’s industrial robot service business is managed by the "51ROBOT" platform, focusing on creating a comprehensive lifecycle ecosystem for industrial robots [5][6] - The company has achieved a complete industrial chain layout covering upstream core components, midstream robotic bodies, and downstream applications and services [6] - The industrial robot service business enhances cash flow and profitability while providing one-stop lifecycle services for clients [6]
ST工智(000584) - 2020年12月29日哈工智能投资者关系活动记录表