MAE(SZ:002009)2022-12-06 23:28Group 1: Wind Power Industry - In 2015, the company's wind power sector was overall profitable, although wind blades remained unprofitable, and no new investments will be made in this area [2] - The company will focus on developing automation equipment and the recycling and dismantling of old vehicles, with wind power no longer being a primary development direction [2] Group 2: Automotive Market Impact - The current downturn in the automotive market has a limited impact on the company, primarily because its client base consists of mid-to-high-end and joint venture manufacturers [2] - The company plans to shift towards a model that combines equipment and services in the automotive automation sector due to the slowdown in automotive investments [2] Group 3: Industrial 4.0 and Project Development - The company has implemented "Industrial 4.0" technologies in projects with Ford and Volvo, with project completion expected this year [2] - The company will promote a combination of equipment and data services initially, separating them later as the value of data services becomes apparent [2] Group 4: Automotive Dismantling Market - The automotive dismantling market in China has not yet reached an explosive growth phase, as the average age of vehicles is still relatively young [3] - The rapid development of the dismantling market in recent years is attributed to government policies aimed at eliminating yellow-label vehicles [3] Group 5: Second-hand Parts Trading Platform - The company operates a second-hand parts trading platform, "Second-hand Panda Network," to facilitate the trading of used auto parts and enhance information sharing [3] Group 6: Collaboration and Strategic Partnerships - The company has established a partnership with Chongqing Environmental Protection Holdings to address urban kitchen waste management, leveraging synergies with its vehicle dismantling business [4] - Collaborations with major logistics system integrators and third-party service providers aim to enhance the company's automated warehousing capabilities [4] Group 7: Automation Warehouse Business - The company began taking orders for its automated warehousing projects in June 2015, primarily in the pharmaceutical and beverage sectors, with revenues nearing 100 million in 2015 [4] - The automated warehousing business is expected to experience rapid growth over the next three to five years [4]