Group 1: Major Asset Restructuring Progress - The company announced the major asset restructuring report on July 31, 2015, and the shareholders' meeting approved the restructuring [2] - The company suspended trading on March 16, 2015, for restructuring planning and resumed trading on June 16, 2015, after responding to the Shenzhen Stock Exchange's inquiry [2] - The company received the administrative acceptance notice from the China Securities Regulatory Commission (CSRC) on July 10, 2015, and has since received feedback from the CSRC [3] Group 2: Future Strategic Development Goals - The company aims to transform its traditional business through continuous R&D investment and mergers, focusing on energy-saving and new energy vehicle drive systems [3] - The new energy drive motor business is progressing well, with major clients including Green Giant Technology and Shandong Haoyu, primarily serving logistics and low-speed electric vehicles [3] Group 3: Competitive Advantages in New Energy Vehicle Sector - Although the current scale of the new energy drive business is relatively small, the company plans to upgrade to a comprehensive powertrain system integrator post-restructuring, leveraging Shanghai Haineng's capabilities [3] - The product range will expand from low-speed electric vehicles to include passenger cars, buses, and engineering vehicles, with a strong market share in the new energy passenger vehicle sector [3] Group 4: Traditional Business Operations and Future Plans - The traditional business includes household sewing machine motors, automotive seat motors, and industrial sewing machines, with stable sales and some growth in profitability [3] - Future plans involve integrating and developing traditional business areas post-acquisition of Shenzhen Gaoke Run, focusing on mechatronics and intelligent control [3] Group 5: Sales Planning and Market Expansion - The sales forecast for Hangzhou Dewoshi is 20,000 units for 2014-2015 and 35,000 units for 2016, with efforts to deepen existing customer relationships and explore new partnerships [4] - The restructuring will lead to a division of responsibilities: Fangzheng Lishui for mass production, Shanghai for electronic control R&D, and Hangzhou for sales and customer development [4]
方正电机(002196) - 2015年10月22日投资者关系活动记录表