雷赛智能(002979) - 投资者关系活动记录表（2025年3月5日）

Group 1: Company Performance - In the first three quarters of 2024, the company achieved operating revenue of 1.155 billion yuan, a year-on-year increase of 9.62% [2] - Net profit for the same period reached 144 million yuan, reflecting a significant year-on-year growth of 56.36% [2] - Q4 orders showed a rapid recovery due to positive factors such as slight demand rebound in downstream industries and enhanced product competitiveness [3] Group 2: Strategic Outlook - For 2025, the company anticipates a complex domestic and international environment but sees opportunities driven by AI and supportive government policies [4] - The company aims to focus on "intelligent equipment motion control" and adhere to its strategic goals of "smart manufacturing" as the main direction and "mobile robots" as a supplementary direction [4] - The company emphasizes a customer-centric approach and aims for stable business growth through targeted product and market strategies [4] Group 3: New Initiatives - Shenzhen Lingqiao Drive Control Company was established in December 2024, focusing on the development of components and solutions for robotic applications [5] - The new company aims to enhance collaboration with existing business lines in motion control, with product launches expected by the end of March [5] - The company is also developing a general-purpose robot motion control system, referred to as the "cerebellum," to improve complex motion control capabilities [6] Group 4: Cost Management - The company has implemented various cost-reduction measures to enhance competitiveness and profitability, including design optimization and supply chain management [6] - Continuous efforts are made to control operational costs and improve efficiency, contributing to quality growth in business performance [6]