亚威股份(002559) - 亚威股份调研活动信息

Group 1: Laser Cutting Business - The high-power laser cutting business has seen significant growth, with sales orders for 8KW and above laser cutting machines doubling, marking a new growth point for the company [2] - The company has completed the development of a 20KW ultra-high power laser cutting machine, with 2 units successfully delivered to customers [2] - The sales of laser pipe cutting equipment have achieved mass sales, and the sales of three-dimensional five-axis laser cutting machines have seen a breakthrough, with FMS laser cutting flexible production line orders increasing by over three times year-on-year [2] Group 2: Precision Laser Project - The company is actively expanding its precision laser processing equipment business, targeting markets in display panels, new energy, and semiconductors [3] - A strategic partnership has been established with LIS Co., a leading global manufacturer in precision laser processing equipment, focusing on the OLED laser processing field [4] - The acquisition of a 21.96% stake in LIS Co. has been completed, making the company the largest shareholder, and a joint venture in China is under construction, expected to commence production in early 2020 [4] Group 3: Metal Forming Machine Tools - The company is broadening its product line in metal forming machine tools, enhancing technical performance and quality, and promoting stable growth in sales of CNC bending machines [5] - The market share of the company's products is continuously increasing, reflecting a strong competitive position in the industry [5] Group 4: Smart Manufacturing Services - The smart manufacturing services cover industrial automation equipment, flexible production lines, and cloud services, providing comprehensive solutions for industry clients [5] - The "YAWI Smart Cloud" industrial internet platform has been recognized as a key project by the Ministry of Industry and Information Technology in 2019 [5] Group 5: Future Development Plans - The company aims to achieve steady and rapid growth in business scale, focusing on the dual-driven strategy and enhancing competitiveness in various product lines [6] - Plans include leveraging capital advantages for investments and acquisitions in high-end, intelligent equipment sectors, and developing a comprehensive smart manufacturing solution [6]