井松智能(688251) - 井松智能投资者关系活动记录表2024-001-5月

Group 1: International Market Strategy - The company positions "globalization" as a key strategic layout, with existing cases in textiles, tires, and furniture in overseas markets [2] - Plans to establish subsidiaries or offices in Southeast Asia, Europe, and South America to accelerate internationalization and address domestic industry competition [2] - The company aims to enhance market exposure and influence in overseas markets through increased marketing efforts and sales channel expansion [3] Group 2: Product Performance and Market Demand - The gross margin of the intelligent warehousing logistics system is influenced by product structure changes, with customized product deliveries increasing in the first quarter [3] - The company achieved steady revenue growth last year, with intelligent warehousing logistics systems accounting for over 80% of revenue, and AGV robot revenue exceeding 70 million [3][4] - The demand for intelligent logistics equipment is expected to grow, particularly in the pharmaceutical and automotive sectors, which reflects the company's competitive advantage [4] Group 3: Technological Development and R&D Focus - The company has initiated several new AGV-related R&D projects, focusing on enhancing navigation, positioning, and environmental perception capabilities [5] - Emphasis on artificial intelligence and machine learning to improve AGV efficiency in path planning and task allocation [5] - Continuous investment in foundational technology research and collaboration with academic institutions to drive rapid iteration and application of AGV technology [5]