Workflow
亚威股份(002559) - 亚威股份调研活动信息
YAWEIYAWEI(SZ:002559)2022-12-04 09:08

Group 1: Laser Business Development - The laser processing equipment market saw a significant decline in 2019, with intense competition in the industry. However, sales revenue for 8KW and above ultra-high power laser cutting machines increased, becoming a new growth point for the company's laser processing equipment business [2] - The company has completed the development of a 20KW ultra-high power laser cutting machine and achieved mass sales of laser pipe cutting machines. Additionally, the FMS laser cutting flexible production line has completed small batch deliveries [2] - A new subsidiary, Jiangsu Yawey Precision Laser Technology Co., Ltd., was established to expand the laser business and enhance the company's competitive edge in the industry [2] Group 2: Strategic Partnerships and Market Expansion - The company is implementing a dual strategy of "going out and bringing in" to expand into display panels, new energy, and semiconductor markets. This includes a strategic partnership with Korean company LIS Co., Ltd., a leader in precision laser processing equipment [3] - LIS Co., Ltd. holds a leading position in the flexible OLED laser processing field in China and is a major supplier to top domestic display panel manufacturers [3] - The company has acquired 21.96% of LIS Co., Ltd., becoming its largest shareholder, and is establishing a joint venture in China to develop precision laser processing equipment [4] Group 3: Intelligent Manufacturing Systems - The company is enhancing its intelligent manufacturing solutions under a comprehensive strategy to promote smart manufacturing. The brand influence of linear and horizontal multi-joint robots has expanded, covering industries such as automotive, high-speed rail, engineering machinery, and aerospace [5] - A new intelligent systems company is actively promoting collaboration across the industry chain, forming strategic partnerships with companies like Tsinghua Unigroup and Yonyou [5] - The company is accelerating the construction of an industrial internet platform aimed at discrete manufacturing, enhancing its smart manufacturing service capabilities [5] Group 4: Future Development Plans - The company is focused on a three-year strategic development plan, implementing a "dual-wheel drive" strategy to achieve stable and rapid business growth [6] - The plan emphasizes consolidating the mature business of metal forming machine tools, accelerating the development of laser processing equipment, and expanding emerging businesses in intelligent manufacturing solutions [6] - The company aims to leverage its capital advantages through investments and acquisitions to develop high-end, intelligent equipment and enhance its position as a world-class supplier of high-end equipment and smart manufacturing solutions [6]