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恒帅股份(300969) - 投资者关系活动记录表
300969HMC(300969)2023-10-11 08:47

Group 1: Revenue Structure and Growth Trends - The company primarily engages in the research, production, and sales of automotive motor technology and fluid technology-related products [1] - The enhancement of old customer matching rates and the expansion into new energy customers will provide stable revenue growth sources [1] - The company has a strong foundation in fluid technology, with mature system solution capabilities [1] Group 2: Product Development and Market Expansion - The company has expanded its business into thermal management systems, which will contribute to new business increments [2] - Various motor types have been developed for the four-door two-cover field, including trunk motors and charging door actuators, which are expected to be key growth points [2] - The transition from single motor matching to integrated and systematic product matching will increase the value per vehicle [2] Group 3: Profitability and Cost Management - The company maintains a competitive gross margin due to strong technical reserves and effective cost control [2] - Gross margin has gradually rebounded due to stabilized raw material prices and improved production efficiency [2] - Continuous development of new products and market expansion are aimed at enhancing core competitiveness and resource allocation efficiency [2] Group 4: Customer Structure and Sales Balance - The company has a balanced internal and external sales structure, with domestic sales primarily focused on cleaning systems and pumps [3] - External sales include cleaning pumps and electric modules, establishing long-term partnerships with global automotive suppliers [3] Group 5: Overseas Expansion and Production Facilities - The company is developing overseas factories in the USA and Thailand to enhance product growth potential [3] - The USA facility focuses on cleaning system products and new product development, while the Thailand project is currently under construction [3] Group 6: Research and Innovation Capabilities - The company has a strong emphasis on R&D in automotive motors and cleaning systems, with a focus on technology and automation [3] - Active development of micro-motor products for active safety and comfort, as well as intelligent driving systems, lays a solid technical foundation for future growth [3]