Yiheda(SZ:301029)2022-11-21 15:38Group 1: Company Overview and Business Model - The company's founding intention is to create value for customers, employees, shareholders, and society [4] - The business model focuses on a customer-centric approach, aiming to address customer pain points and enhance employee satisfaction [4] - The company has developed a one-stop procurement model to improve efficiency, offering over 1,404 product categories and 90,000+ SKUs in factory automation components [4][5] Group 2: Competitive Advantages and Market Strategy - The company emphasizes standardization and modularization of automation components to enhance supply efficiency and reduce costs [5] - It adopts a mixed supply model (self-manufactured, OEM, and centralized procurement) based on order characteristics [5][6] - The company plans to expand into overseas markets, with a focus on building supply chains and customer relationships [6] Group 3: Industry Trends and Future Outlook - The automation industry is expected to grow over the next 5-10 years, driven by rising labor costs and technological advancements [6][7] - There is significant market potential in non-standard parts standardization and the traditional manufacturing sector [7] - The company aims to leverage its strengths in the aftermarket and expand its market presence across China and internationally [7]