Group 1: Company Performance - The company's revenue for the first three quarters of 2024 has decreased compared to the same period last year due to intensified market competition and changes in market demand [1][2] - The industrial robot shipment volume increased by 20.13% year-on-year, significantly surpassing the overall market growth rate [2] - The gross profit margin has slightly improved compared to the same period last year, attributed to effective cost control and resource focus strategies [2] Group 2: Product and Market Insights - The shipment volume increase primarily comes from the electronics manufacturing and general industry sectors, with electronics accounting for approximately 30% and general industry over 40% [2] - The new energy sectors, including photovoltaics and lithium batteries, have seen a significant decline, contributing about 20% to the overall shipment volume [2] Group 3: Strategic Initiatives - The company has achieved over 95% localization in the use of controllers, reducers, and drives [3] - The company is committed to enhancing operational management capabilities to reduce losses and achieve profitability [4] - The company is actively collaborating with prestigious universities for the development of intelligent robotics and related technologies [5] Group 4: Future Plans - The humanoid robot prototype is currently under development, with a planned release of related prototypes expected in the first half of 2025 [5] - The company is considering mergers and acquisitions to further its high-quality development in line with national policies supporting high-tech enterprises [5]
埃夫特(688165) - 埃夫特投资者关系活动记录表-2024年11月12日