丰光精密(430510) - 投资者关系活动记录表

Group 1: Investor Relations Activity Overview - The investor relations activity was conducted on June 7, 2024, at the company's conference room in Qingdao [3] - Attendees included representatives from Guojin Securities, Hebei Bank, Agricultural Bank of China Fund, and others [3] - Company representatives included the Chairman, General Manager, and Financial Director [4] Group 2: Product Development and Market Position - The company has completed the design of the harmonic reducer series and is ready for small-scale production [4] - The company has over 20 years of experience in precision component manufacturing, serving well-known brands in semiconductor, industrial automation, automotive, and rail transportation sectors [5] - The company aims to leverage its competitive advantages in management, precision processing, and technology development to capture new market opportunities [5] Group 3: Market Trends and Future Outlook - The harmonic reducer market is expected to grow due to rising labor costs and the acceleration of manufacturing upgrades, with increasing demand from the robotics sector [6][7] - Policies supporting humanoid robots are anticipated to boost the harmonic reducer market, as these robots require more reducers compared to other types [7] - The company forecasts a positive economic environment in 2024, with a 35.87% year-on-year revenue increase in Q1 2024, reaching CNY 57.35 million [10] Group 4: Challenges and Strategic Responses - The company reported a decline in revenue in 2023 due to reduced customer orders amid a complex global economic situation [10] - The company is focused on optimizing production processes and enhancing product quality to mitigate potential impacts from slowing demand in the high-speed rail sector [9] - The company plans to maintain its gross margin by expanding market reach, enhancing product quality, and controlling production costs [14] Group 5: International Expansion and Future Development - The company has established a global marketing center to expand its international market presence [16] - It aims to deepen customer relationships and enhance service quality while developing new products and markets [16] - The company is committed to advancing its harmonic reducer technology to compete with international brands [8]