Group 1: Business Growth and Market Opportunities - The company's cleaning system business is primarily focused on the domestic market, with significant potential for overseas expansion due to a solid customer base [2] - The company is gradually implementing a global production layout, indicating a larger market increment space overseas [2] - In the domestic market, there is considerable competition potential as the company's share with certain automotive manufacturers is relatively small [2] Group 2: Product Development and Technology - The cleaning system products are categorized into traditional cleaning systems and ADAS (Advanced Driver Assistance Systems) cleaning systems, with the latter offering greater market value increment potential [3] - The ADAS cleaning system is expected to have a more complex structure and higher value compared to traditional systems, as it caters to the needs of higher-level autonomous driving [3] - The company is developing harmonic magnetic field motor technology, which is characterized by high power density, small size, and low cost, aiming to provide differentiated solutions to customers [3] Group 3: Operational Updates and Future Plans - The Thai factory is currently in a smooth equipment debugging phase and is expected to enter a production ramp-up period soon, with sufficient order demand [3] - The asset burden of the Thai factory is relatively light, allowing for a stable capacity expansion arrangement [3] - The company has established an employee stock ownership plan for mid-to-senior management and core employees prior to its IPO, with future plans for further stock incentive programs based on market conditions [3][4] Group 4: Industry Challenges and Strategic Responses - The electric motor industry faces both challenges and opportunities, with expanding market space driven by increasing electrification demand and the rise of new markets such as robotics [4] - The company plans to continuously develop new products and actively explore new markets and customers to enhance its technological advantages and core competitiveness [4]
恒帅股份(300969) - 投资者关系活动记录表