INVT(002334)2023-11-16 10:33Group 1: Company Overview and Strategic Focus - The company aims to continuously improve profitability by addressing business shortcomings, attracting high-end talent, and enhancing supply chain delivery and quality [2] - Key development measures in the electric vehicle (EV) sector include sustained R&D investment and expanding marketing channels [2] Group 2: Robotics and Automation - The upstream components of the robotics industry, including servo systems, account for over 60% of total costs, with servo systems alone representing 20% [3] - The company provides comprehensive solutions such as multi-axis controllers and high-performance servo drives for various applications, including automated bending and electric vehicle battery swapping [3] Group 3: New Energy Vehicle Products - The company focuses on electric drive control products for new energy vehicles, with a diverse range of applications across multiple vehicle types [3] - Recent innovations include the launch of the IFL hybrid multi-in-one controller, which is the first 4-speed DHT integrated controller in China, enhancing the company's product strength [3] Group 4: Industrial Automation Performance - Low-voltage frequency converters constitute approximately 80% of the company's frequency converter sales, while medium and high-voltage converters account for about 20% [3] - The high-voltage frequency converter segment has seen growth due to favorable project-based market demand [3] Group 5: International Market Presence - The company has established a presence in overseas markets across industrial automation, network energy, and electric drive sectors [3] - In Europe, the company faces high entry barriers and competition from foreign brands, but its products offer customization, intelligence, and differentiation advantages [3] Group 6: Compliance and Communication - During the investor relations activities, the company adhered to information disclosure regulations and ensured no significant undisclosed information was leaked [4]