新强联(300850) - 新强联调研活动信息

Group 1: Financial Performance and Projections - The overall gross margin for the next year is expected to remain stable compared to this year due to slight price declines in some products and the introduction of new products [1] - The company anticipates that the production of new products developed this year will gradually increase [2] - The company expects to see profits from the production of special-shaped components next year, which did not contribute to profits this year [3] Group 2: Product Development and Market Position - The supply of main shafts is expected to increase slightly next year, with large-scale bearings for offshore applications also seeing growth [2] - The company maintains a competitive edge in technology and product development, despite market challenges [2] - The company is focused on enhancing its research and development capabilities, with a structured approach to product validation and testing [3] Group 3: Supply Chain and Cost Management - The company has established long-term stable relationships with suppliers to manage raw material price fluctuations [2] - The depreciation of machinery and equipment is calculated over a period of 10 years, in accordance with accounting standards [2] - The company is confident in its cost management for main shafts, which is seen as advantageous in the context of domestic market competition [3] Group 4: Strategic Partnerships and Talent Development - The acquisition of Haozhi Machinery and the stake in Jindi Precision are strategic moves to enhance collaboration and market presence [4] - The company emphasizes internal training and the introduction of new talent to strengthen its management and R&D teams [4] - A stock incentive plan will be considered to align employee interests with company performance once the team stabilizes [4]