Group 1: Investor Relations Activities - A total of 27 analysts and investors participated in the investor relations activities on December 13, 2022 [3] - 56 analysts and investors were involved in the communications on December 13, 2022 [4] - 159 analysts and investors attended the conference calls on December 13, 2022 [7] Group 2: Chip Shortage and Supply Chain - The chip shortage situation has improved compared to mid-year, but prices remain high and supply is still tight [14] - The company has made significant progress in the localization of core components, with most major parts now produced domestically, except for certain types of chips and specific models of reducers [15] Group 3: Robotics Industry and Profitability - The robotics industry faces challenges in profitability due to high R&D costs and the need for core technology and manufacturing capabilities [16] - Scale effects are crucial for profitability in the robotics manufacturing sector, making it difficult for smaller companies to achieve profitability [16] Group 4: Future Acquisition Plans - The company follows a "dual-driven" strategy of internal growth and external acquisitions, with no specific acquisition targets currently but openness to future opportunities that align with its strategic goals [17]
埃斯顿(002747) - 2022年12月13日、15日投资者关系活动记录表