Group 1: Factory Utilization and Investment Plans - The equipment utilization rate at the Thailand factory is gradually increasing as it is still in the personnel training and equipment debugging phase, with capacity expected to be released in stages [1] - The company plans to proceed with the third phase of investment in the Thailand factory, focusing on enhancing auxiliary capabilities in the supply chain, expected to be completed by Q2 next year [1] Group 2: Competitive Advantage and Market Response - The differentiation in product manufacturing is a core competitive advantage, supported by a supplier system and a flexible production line that allows for small batch, multi-variety, and quick response [2] - The company has improved equipment utilization and shortened production cycles, enhancing its market responsiveness and competitive edge [2] Group 3: Financial Performance and Future Strategy - In 2023, the company's revenue decreased by 1.36% year-on-year, primarily due to market demand fluctuations, but profit increased due to strategic adjustments and new product launches [2] - The company aims to expand its high-end automotive bearing production capacity by 6.29 million sets annually through its new project, which will support its strategy in the main engine market [2]
斯菱股份(301550) - 浙江斯菱汽车轴承股份有限公司2024年3月12日投资者关系活动记录表