Tianrun Industry(SZ:002283)2023-04-03 10:14Group 1: Company Overview and Financial Performance - Tianrun Industrial's air suspension revenue for 2022 was approximately 196.8 million yuan [3] - The company developed 13 new customers in 2022, including 4 semi-trailer customers and 4 commercial vehicle customers [3] - The air suspension business achieved revenues of 58 million yuan, 204 million yuan, and 197 million yuan in 2020, 2021, and 2022 respectively [8] Group 2: Market Trends and Projections - The heavy truck market is projected to sell approximately 850,000 to 900,000 units in 2023, with an upward trend expected for the next three to five years [6] - The company aims to continue expanding its main business while exploring new opportunities that align with existing operations [6] Group 3: Technological Development and Innovation - Since 2019, the company has been developing smart factories and exploring AI applications in quality assessment, safety monitoring, and energy management [3] - The company has an automation coverage rate of 81% in its production lines [5] Group 4: Product Development and Market Position - The company is actively developing new products and customers each year, with updates provided in semi-annual and annual reports [5] - Air suspension systems are currently underutilized in the commercial vehicle market, with significant growth potential as regulations evolve [8]