EFORT(SH:688165)2024-06-13 07:34Group 1: Company Overview - The company is Efort Intelligent Equipment Co., Ltd., with stock code 688165 [1] - The meeting took place on June 7, 2024, in Shanghai and Wuhu [2] Group 2: Product Application and Market Share - In 2023, the sales volume of the company's robot products in various sectors was as follows: Photovoltaic (55%), 3C Electronics (20%), Automotive and Auto Parts (16%), Lithium Battery (8%), and Others (1%) [3] - The market share of domestic industrial robots increased from 35% to approximately 45% in 2023, indicating significant growth potential [5] Group 3: Production Capacity and Sales - The company sold over 12,000 robots in 2023, with a production capacity exceeding 20,000 units per year [6] - The sales distribution by robot type shows that nearly 90% of sales are from medium and small load robots and desktop robots [6] Group 4: Research and Development - The company plans to maintain a high level of R&D investment in 2024, targeting at least 8% of robot business sales for R&D expenditures [6] - The company achieved a 99.36% self-sufficiency rate in controllers and high usage rates for domestic RV reducers (97.76%) and drivers (99.57%) [5]