Group 1: Company Overview - Ningbo Hengshuai Co., Ltd. specializes in cleaning systems, with a significant market share in traditional cleaning services [1][2] - The company is focusing on ADAS cleaning systems, anticipating strong market growth due to advancements in L3+ level autonomous driving technologies [2][3] Group 2: Production Capacity and Developments - The Thai factory project is progressing well, with equipment debugging underway and some clients entering the inspection phase [3] - Upon reaching full production capacity, the Thai project is expected to add 300,000 electric door motors, 1.3 million charging door actuators, 1.3 million hidden door handle actuators, and 300,000 washing pumps [3] Group 3: Technology and Competition - ADAS sensor cleaning technologies include liquid cleaning, gas cleaning, and gas-liquid mixed cleaning, with the latter offering superior cleaning effects but at a higher cost [3] - The company holds a competitive edge due to its early market entry and technological expertise, despite the presence of foreign competitors in a market with low overall penetration [3][4] Group 4: Market Expansion and Future Plans - The company aims to leverage the trends of electrification and intelligence in the automotive industry to expand the application scenarios for its electric motors [4] - Market expansion strategies include focusing on new energy and intelligent driving technologies, deepening engagement with existing customers, and enhancing product quality and cost efficiency through strategic partnerships [4]
恒帅股份(300969) - 投资者关系活动记录表20250218