YAWEI(SZ:002559)2022-12-06 11:31Group 1: Company Strategy and Market Position - The strategic positioning of Yawen Co. for the next three years is to become a leader in the metal sheet processing machinery sector, focusing on high-end, intelligent mainframes and automated systems [2] - The company aims to provide integrated solutions in the metal sheet processing field while exploring opportunities in other high-end intelligent equipment and emerging industries [2] Group 2: Order and Equipment Investment - The company reported a robust order situation in Q1, with demand from downstream industries showing a significant recovery compared to the second half of the previous year [2] - Recent equipment investments have exceeded 100 million yuan, primarily for importing high-end metal cutting processing centers, which enhances product quality and production capacity [3] Group 3: Robotics and Automation Development - Yawen's robotics division plans to develop linear robots suitable for the metal forming machine industry and expand into external markets, aiming for growth in the robotics business [3] - The automation business currently accounts for over 20% of total revenue, with expectations for continued growth, driven by innovative high-end automated products launched in 2015 [4] Group 4: Laser Business and Competitive Landscape - The company has seen significant improvements in its CNC laser cutting machine business, with plans to increase investment and maintain growth in scale and efficiency [5] - While the company competes with international manufacturers, it maintains advantages in cost-effectiveness and customer service, though it recognizes the need to improve quality stability and manufacturing processes [5]