Shenzhen Tongyi Industry (SZ:300538)2023-10-31 07:44Group 1: Company Overview - Shenzhen Tongyi Industrial Co., Ltd. was established in 2002 and listed in 2016, focusing on high-end chemical and electronic materials [3] - The company’s main products are used in mobile terminals, consumer electronics, smart home appliances, automotive, new energy, 5G industries, chips, and display panels [3] - In 2021, the company expanded into the board and rod material industry, applying composite materials in various fields such as drones, new energy vehicles, semiconductors, and medical devices [3] Group 2: Strategic Cooperation with Huilexile - The strategic cooperation with Huilexile (Qingdao) aims to leverage advanced technology and equipment for high-precision machining components [3][4] - Huilexile Germany is a wholly-owned subsidiary of Huilexile Qingdao, focusing on large industrial machines and optimizing the supply chain [4] - The Qingdao production base is expected to be completed by the end of this year, with trial production starting around April next year [4] Group 3: Future Directions and Market Opportunities - The company plans to continue expanding downstream, providing precision machining parts and components derived from board and rod materials [3] - There are significant opportunities in the domestic high-end market due to the potential for import substitution [3] - Future collaboration will focus on sectors such as new energy, aerospace, medical devices, and industrial robotics [4][5] Group 4: Technical Collaboration and Team Integration - The technical teams from Huilexile Germany and Qingdao collaborate closely, with regular exchanges and some German personnel stationed in China [5] - The integration of technology and local expertise aims to enhance product competitiveness in the robotics sector, particularly in precision reducers and control systems [5]