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汇川技术(300124) - 投资者关系活动记录表(2025年2月25日-3月14日)
300124Inovance(300124)2025-03-18 09:30

Group 1: Investor Relations Activities - A total of 21 investors participated in the first on-site research on February 25, including major firms like JPMorgan Asset Management and Goldman Sachs [1] - The second on-site research on February 25 had 7 participants from Quan Guo Fund [2] - A total of 63 investors attended the second broker strategy meeting on February 26 [2] - The third on-site research on February 27 included 4 participants from Dongfang Marathon Investment [3] - The on-site research on February 28 had 30 participants from various international investment firms [4] Group 2: Business Performance Insights - The company's industrial automation orders showed good growth in January and February 2025, particularly in sectors like engineering machinery electrification and logistics equipment [8] - The engineering machinery electrification business is experiencing favorable development due to policy drivers and rising export demand [8] - The company has seen significant growth in its industrial robot business, driven by a strong sales platform and a diverse customer base [10] Group 3: Product Development and Strategy - The IFA platform, a fully integrated factory automation software platform, has been widely tested and validated by clients [10] - The company aims to enhance its industrial robot product series and expand into various automation sectors [10] - The transition to a "sector + battle zone" collaborative operation model has improved market penetration and sales performance [8] Group 4: Compliance and Communication - The company ensured compliance with information disclosure regulations during investor interactions, maintaining transparency and accuracy [11] - All investors participating in on-site research signed a commitment letter as per Shenzhen Stock Exchange requirements [11]