科力尔(002892) - 2021年6月25日 投资者关系活动记录表(一)
KELIKELI(SZ:002892)2022-11-22 03:02

Group 1: Competitive Landscape - The main competitors in the intelligent control product application field include Nidec from Japan, and in motion control and industrial control, competitors include Mingzhi Electric, Rease Intelligent, and others such as Yaskawa, Panasonic, and Mitsubishi [1] Group 2: Technology and Talent - The company emphasizes innovation through talent acquisition, having recruited outstanding industry professionals and invested heavily in R&D over the past two years [1] - The company has also engaged advisory teams from European countries and Japan [1] Group 3: Client and Application Breakthroughs - Recent client breakthroughs include Huawei, Hikvision, and Yushi Technology, with applications spanning industrial automation, intelligent security, lithium battery equipment, and photovoltaic equipment [2] Group 4: Chip Supply and Partnerships - The company prioritizes chip supply by seeking alternative solutions and establishing strategic partnerships with chip suppliers to ensure demand is met [2] Group 5: Production Capacity and Orders - The company has a robust order backlog extending to the end of the year and is addressing production capacity issues by setting up new production lines in Dongguan and planning a manufacturing base in the Guangdong-Hong Kong-Macao Greater Bay Area [3] Group 6: Product Applications - The company's brushless DC motors are widely used in power tools [4] - Future industry focus areas include lithium battery equipment, photovoltaic equipment, robotics and industrial automation, intelligent security, medical devices, 3D printing, and smart home applications [4]