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Siasun Robot&Automation (301550.SZ): The Business for robot components is still in the early stages and has not yet supplied the market in bulk.
On February 24, Gronghui reported that Siasun Robot&Automation (301550.SZ) stated in a recent investor relations activity that the company's core industrial advantage lies in precision component manufacturing, which has a certain synergy with Siasun Robot&Automation component manufacturing, as some R&D technologies and production equipment can be shared. On the other hand, the company will focus on technical and quality breakthroughs in Siasun Robot&Automation component products based on accumulated market and mass production experience. Furthermore, the company has experience in building overseas factories and can timely adjust its business plans according to market developments and customer needs. The Siasun Robot&Automation component business is still in its early stages and has not yet supplied the market in bulk.
Siling Co., Ltd. (301550.SZ): Currently, the company's Bearing products are mainly aimed at the after-sales market and original equipment market of the Autos industry.
On February 24, Glonhui reported that Suling Co., Ltd. (301550.SZ) stated in a recent investor relations activity that currently, the company's Bearing products mainly target the aftermarket and original equipment market in the Automotive Industry. The final customers in the aftermarket are primarily independent brand vendors and large terminal chains, while the final customers in the original equipment market are mainly domestic original equipment manufacturers and their first-tier suppliers.
Siling Co., Ltd. (301550.SZ): Has established communication and cooperation with major customers such as Beiqi Foton Motor, Chery Automobile, FAW-Volkswagen, and SAIC Maxus.
Gelonghui reported on February 11 that Siling Co., Ltd. (301550.SZ) recently stated in an investor relations activity that currently, the company's Bearing products are primarily aimed at the automotive Industry's aftermarket and OEM market. The final customers in the aftermarket are mainly independent brand operators and large terminal chains, while the final customers in the OEM market are mainly domestic OEM manufacturers and their first-tier suppliers. The company has established communication and cooperation with OEM customers such as Beiqi Foton Motor, Chery Automobile, FAW-Volkswagen, and SAIC Maxus, and is actively working to establish long-term and stable cooperative relationships directly with more vehicle manufacturers.
Sling Co., Ltd. (301550.SZ): The third phase of investment in Sling's Thailand factory has been initiated, with completion expected in Q1 of this year.
On February 7, Gu Long Hui reported that Seling Co., Ltd. (301550.SZ) recently indicated during investor relations activities that the second phase of investment in the Seling Thailand factory will be completed in Q1 2024, primarily to supplement the Industry Chain processes. The third phase of investment in the Seling Thailand factory has been initiated, with completion expected in Q1 of this year, which will enhance the existing capacity of the Thailand factory and help the company secure more overseas customer Orders. At the same time, the company will also consider increasing investment in the future based on customer demand and the situation of Orders.
Siling Co., Ltd. (301550.SZ): The core equipment for the Harmonic Drive has been gradually put in place by the end of 2024, and plans to invest in a second production line in H1 of this year.
On February 7, Gelonghui reported that Suling Co., Ltd. (301550.SZ) recently indicated in investor relations activities that the company is currently focused on the research and development and mass production of Harmonic Drive, which is suitable for various application scenarios such as industrial robots, collaborative robots, and humanoid robots. The core equipment for the Harmonic Drive is expected to be in place by the end of 2024, and small batch mass production can begin after installation and debugging are completed. At the same time, the company plans to invest in a second production line in the first half of this year to reserve more capacity to meet future market demand growth.
Siling Co., Ltd. (301550.SZ): The impact of the increased tariffs by the USA on the company is relatively small.
On February 7, Glonghui reported that Silling Co., Ltd. (301550.SZ) recently stated in investor relations activities that the company has proactively established a factory in Thailand, which can meet product delivery for Global customers in Southeast Asia, Europe, and North America. In addition, the Silling Thailand factory has obtained a certificate of origin recognized by USA Customs, which can effectively enhance the company's competitiveness in overseas Business. Therefore, the impact of additional tariffs from the USA on the company is minimal. The company will also continuously monitor policy changes and steadily advance the development of its overseas Business.
