Group 1: Company Overview - Del's main products include electric hydraulic pumps and automatic transmission oil pumps, with significant clients such as Chrysler and SAIC Commercial Vehicle [3][4][6]. - The company has established itself as a leading supplier in the electric hydraulic pump market since 2012, competing primarily with ZF and JTEKT [3][4]. Group 2: Competitive Advantages - Del's electric hydraulic pumps are among the few that can be supplied in bulk globally, enhancing its competitive edge [3][4]. - The company leverages over a decade of experience in power steering pumps to maintain a leading position in the automatic transmission oil pump sector [4][6]. Group 3: Market Expansion and Future Growth - The acquisition of Cactus has allowed Del to retain its management team while implementing KPI assessments to motivate staff and enhance collaboration [5]. - Cactus, with only a 5% market share in China, is expected to expand its presence through local production and new factories in the U.S. and Mexico [5][6]. - Del aims to maintain growth in electric hydraulic pumps and transmission oil pumps by focusing on trends like electrification and lightweight design [6][7].
德尔股份(300473) - 2018年11月9日投资者关系活动记录表