Group 1: ADAS Active Sensing Cleaning System - The main technical paths for the ADAS active sensing cleaning system include liquid cleaning, gas cleaning, and gas-liquid mixed cleaning, with the latter providing the best cleaning effect but at a higher cost due to its complex structure [1] - The company currently possesses the capability to support all aforementioned technical solutions [1] - The company is accelerating the industrial penetration of its products as L3+ level Robotaxi and unmanned logistics vehicles are commercializing [2] Group 2: Customer Development and Production Planning - The company has adapted its active sensing cleaning products for clients such as Waymo and Meituan, with expectations for more models to enter the designated phase [2] - A dedicated automation equipment R&D team has been established to develop and integrate production lines for electric motors and cleaning pumps, with capacity allocation based on order status [2] - The company has early layouts in the new energy vehicle sector, establishing a solid customer base for future product development [3] Group 3: Charging Door Products - The charging door is transitioning from manual to electric operation, with the company developing corresponding motor products and expanding to "motor + actuator" configurations [2] - The single vehicle configuration of the charging door depends on the arrangement of charging ports, with some models requiring one assembly and others needing two [2] - The company has gradually expanded its "motor + actuator" product to other vehicle manufacturers, indicating a positive development outlook [3] Group 4: Impact of Shipping Costs - The company primarily uses EXW and FOB pricing methods for export customers, with minimal impact from shipping cost fluctuations due to the small size of exported products [3] - The shipping cost constitutes a minor portion of the overall product cost, thus having a limited effect on the company's business [3]
恒帅股份(300969) - 投资者关系活动记录表