ZD Leader(002896)2025-03-17 08:40Group 1: Company Overview - Ningbo Zhongdali Intelligent Transmission Co., Ltd. is involved in customized product component development, focusing on an integrated solution of "reducer + motor + drive" to enhance customer stickiness and reduce procurement costs [3][4] - The company has established a manufacturing project in Thailand to serve the Southeast Asian and European markets, aiming to lower labor and logistics costs, thereby improving product gross margins [3][4] Group 2: Competitive Landscape - The domestic harmonic reducer market is primarily dominated by foreign companies, with Japan's Harmonic Drive being the global leader. Domestic manufacturers focus on niche markets and have advantages in pricing, service, and response speed [3][4] - The company is prioritizing research and development of precision reducers (planetary, RV, harmonic) based on commercial adaptability and technical barriers, with a focus on high-value scenarios for planetary reducers [4] Group 3: Investor Relations and Risks - The company is actively seeking collaboration opportunities with humanoid robot manufacturers, although current revenue from this sector is relatively small and does not significantly impact overall performance [4] - Investors are advised to be cautious of short-term stock price volatility and to make investment decisions based on rational judgment [4] Group 4: Recent Developments - The company has acquired a new land parcel of approximately 36 acres in the Cixi Intelligent Home Appliance High-tech Industrial Park, currently in the preliminary planning stage for factory and auxiliary construction [4]