HANDLER(SZ:300201)2022-12-04 08:46Group 1: Company Overview - Helen Zhe specializes in the production of specialized vehicles, including aerial work platforms and intelligent control systems [2][3] - The company has a strong development momentum across various business segments [3] Group 2: Market and Product Insights - The main application market for aerial work vehicles is the power system, with increasing demand due to smart grid upgrades [3] - Aerial work vehicles are sold directly by the company, avoiding a dealer model [3] Group 3: Competitive Positioning - Helen Zhe has a competitive edge due to its R&D capabilities, comprehensive product range, and high technical content [4][5] - The company maintains a strong market share through excellent after-sales service and rapid emergency response [5] Group 4: Strategic Partnerships - In November 2017, Helen Zhe signed a strategic cooperation agreement with Terex to produce 5 billion RMB worth of products over five years [4] - The company also became the agent for Skyjack in mainland China, targeting markets in power, subways, and urban greening [4] Group 5: Future Development and Acquisitions - The company is actively expanding into the smart manufacturing sector, having acquired Shenzhen Lianshuo Automation Technology Co., Ltd. [5][6] - Ongoing acquisitions include Chengyi Automation and Xinyu Intelligent, focusing on enhancing product and production process intelligence [6]