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Hengshuai Co., Ltd. (300969.SZ): has been engaged in long-term layout in the field of Harmonic field Electric Machine technology and has formed a certain technological accumulation.
On May 13, Glorious Exchange reported that Hengshuai Co., Ltd. (300969.SZ) recently stated in investor relations activities that the Harmonic magnetic field Electric Machine technology developed by the company represents a disruptive change in the underlying technology of Electric Machines, shifting from traditional Electric Machines driven by fundamental magnetic fields to those driven by harmonic magnetic fields. The company has made long-term plans in the field of Harmonic magnetic field Electric Machine technology and has accumulated certain technical expertise. The company has submitted multiple invention patent applications for this Electric Machine technology, and the relevant patents are currently in the application process, rapidly establishing a technological moat and competitive advantage.
Hengshuai Co., Ltd. (300969.SZ): Has obtained batch fixed-point projects for the active perception cleaning systems or their core components from clients such as Waymo, Meituan, and North American New energy Fund clients.
On May 13, Glonghui reported that Hengshuai Co., Ltd. (300969.SZ) recently stated during an investor relations event that ADAS systems, as an important means to enhance driving safety, will prompt car manufacturers to accelerate the introduction and upgrade of ADAS technology, further driving the expansion of Consumer demand. The company's ADAS active perception cleaning system is a forward-looking layout in this field. Currently, the company has obtained batch fixed-point projects for the active perception cleaning system or its core components from clients such as Waymo, Meituan, and North American New energy Fund clients. There will be good market prospects in the future high-level autonomous driving field, and it is expected to become a key aspect of the company's future.
Direct coverage of the Earnings Conference for the Siasun Robot&Automation Industry: The localization rate of the supply chain is accelerating, while the industrial sector still faces fierce competition.
① Many companies participating in the performance briefing stated that currently, the core or most supply chain links have been localized, while a small number of links that require imports are actively planning localization solutions; ② From the perspective of the overall Siasun Robot&Automation Industry, the competition in the industrial robot industry is fierce, and in 2024, a situation of "growth in quantity without growth in revenue, and growth in revenue without growth in profit" may occur.
Hangshuang Co., Ltd. (300969) Q1 2025 report review: Q1 2025 performance under short-term pressure, but long-term growth of the micro electric machine leader is expected.
Key investment events: The company released its first quarter report for 2025. In Q1 2025, the company achieved revenue of 0.203 billion yuan, a year-on-year decrease of 16.04% and a quarter-on-quarter decrease of 21.44%; it achieved a net income attributable to the parent of 0.42.
Hengshuai Co., Ltd. (300969): Performance meets expectations, and active perception cleaning enters the realization phase.
Event: On April 29, the company released its Q1 report for 2025. In the first quarter of 2025, it achieved revenue of 0.203 billion yuan, a year-on-year decline of -16.04% and a quarter-on-quarter decline of -21.44%; it achieved a net income attributable to the parent company of 0.042 billion.
Hengshuai Co., Ltd.: Report for the first quarter of 2025