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天奇股份(002009) - 2016年1月19日投资者关系活动记录表
MAEMAE(SZ:002009)2022-12-06 11:14

Group 1: Strategic Partnerships - In May 2014, the company signed a strategic cooperation agreement with Siemens for data-driven business in the automotive industry, with implementation projects planned for Volvo and Ford in 2016 [2] - The Ford project is expected to enter the debugging phase in February 2016, while the Volvo project is set to launch in May 2016 [2] Group 2: Automation Warehouse Business - The company has established a complete team for the automation warehouse sector, laying a foundation for rapid development [2] - The automation warehouse business is expected to experience high growth within the next three to five years due to a robust order backlog [2] Group 3: Wind Power Industry - The wind power sector includes composite materials (mainly wind turbine blades) and structural components (mainly castings and machining) [2] - In 2015, wind turbine blades incurred losses, while structural components were profitable; improvements in management and capacity are anticipated in 2016 [2] Group 4: Pharmaceutical Automation Collaboration - The company signed a framework agreement with Wuxi Liyou Pharmaceutical Automation Technology Co., Ltd. in August 2015 for cooperation in automation equipment design and overall logistics system planning [2] Group 5: Automotive Recycling Market - In December 2015, the company completed an asset restructuring to establish a full industry chain layout in the automotive recycling and dismantling sector [3] - Continuous expansion efforts in the automotive recycling field are planned for 2016 [3] Group 6: Profitability of Subsidiaries - Ningbo Recycling's profitability was lower than expected due to falling steel prices and incomplete mechanization; however, Lidi Group's profitability met expectations with a net profit commitment of 40 million yuan in 2015 [3]