Group 1: Company Progress and Developments - The company's convertible bond project is progressing as planned but has not yet received the registration approval from the China Securities Regulatory Commission [2] - The Thai factory is currently in the equipment debugging phase and is gradually entering the customer inspection period, with production ramp-up expected to follow if all goes smoothly [2] Group 2: Product Insights and Market Trends - The ADAS active perception cleaning system has a high initial value but faces cost allocation challenges due to small batch production; future gross margin will depend on market scale and production volume [3] - The company's self-developed harmonic field motor technology has entered the industrial expansion phase, with successful small batch supply for logistics system applications [3] - The market penetration rate for invisible electric door handles is increasing, with new vehicle models frequently featuring this product, potentially leading to significant growth if projects enter mass production [3] - The company plans to enhance R&D efforts and expand its motor product range and applications, including entry into the humanoid robot market [3]
恒帅股份(300969) - 投资者关系活动记录表