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美利信(301307) - 2025年4月25日投资者关系活动记录表

Group 1: Company Operations and Strategy - The North American factory is progressing as planned, with preparations for production including facility renovations, equipment procurement, and personnel training [2] - The company plans to establish a wholly-owned subsidiary to enhance competitiveness in the semiconductor and high-precision manufacturing sectors, focusing on specialized equipment manufacturing and metal surface treatment [2][3] - The company is closely monitoring the robotics sector and is capable of developing related components in sync with customer needs [3] Group 2: Financial Performance and Challenges - The company reported significant losses in Q1 2025 compared to the same period last year, primarily due to increased depreciation and labor costs associated with new projects and facilities that are still ramping up production [3] - The previous year's financials were less impacted due to minimal expenses during the preparation phase of the Anhui factory and the non-completion of the MCT restructuring [3] Group 3: Future Outlook - The company aims to deepen its core business while actively developing brazing die-casting technology and expanding into the semiconductor and high-precision manufacturing industries [3]