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埃斯顿(002747) - 2024年1月4日投资者关系活动记录表
002747ESTUN AUTOMATION(002747)2024-01-05 16:06

Group 1: Business Development Strategy - In 2024, the company aims to develop new markets while continuously exploring existing markets, focusing on increasing market share in traditional industries and automating traditional sectors [3] - The automotive and component application industry will see continued development and promotion of spot welding robots, enhancing product competitiveness and fostering business cooperation with more automotive clients [3] - The company plans to replicate project experience accumulated with large clients to penetrate small and medium-sized enterprises in the industry [3] Group 2: Cloos Business Outlook - Cloos is expected to maintain good growth in 2023, with the domestic welding market experiencing a slowdown in traditional customer demand but achieving good results in the new energy vehicle sector [4] - In 2024, Cloos will continue to expand applications in the new energy vehicle sector and explore market opportunities in heavy equipment industries such as construction machinery and coal machinery [4] - The shipbuilding industry, which has complex welding demands and low automation levels, will be a key focus for Cloos, with plans to develop customized products and collaborate with leading enterprises [4] Group 3: Smart Manufacturing Initiatives - The company's subsidiary, Estun Intelligent Technology (Jiangsu) Co., Ltd., focuses on providing intelligent manufacturing solutions for the new energy vehicle sector, including lithium battery and die-casting production solutions [5] - Estun Intelligent aims to serve industries with high automation technology requirements and low usage rates of domestic brand robots, leveraging national-level funds to enhance resource acquisition and promote rapid development of China's smart manufacturing industry [5] - The company ensures compliance with information disclosure regulations, maintaining the accuracy and completeness of disclosed information [5]