Haidaer (920699) has sufficient capacity reserves for server sliding rails, with dual-track synergy in full swing
I'm LongbridgeAI, I can summarize articles.Haidaer (920699) stated during an investor relations event that the production capacity reserve for server sliding rails is sufficient, and space has been reserved on the production line for order growth. The company will promote upgrades to three major production lines to enhance production efficiency while continuing to focus on the home appliance main business and actively layout the server sliding rail market to ensure medium- to long-term performance growth. Core customers include BSH, Haier, etc., with stable cooperative relationships
From May 26 to 27, Wuxi Haidar Precision Slide Rail Co., Ltd. held investor relations activities through the "Investor Relations Interactive Platform" of Panorama Network and the company's conference room, including targeted research, performance briefings, on-site visits, and online communication with investors. Institutions and individual investors such as Guotai Securities, Bank of China International Securities, Shanxi Securities, Soochow Securities, Shenwan Hongyuan Securities, and Huatai Securities participated in this event. The reception personnel from the listed company included Chairman Mr. Zhu Guangda, Board Secretary Ms. Zhu Lina, Chief Financial Officer Mr. Xia Xudan, and Sponsor Representative Mr. Wang Qi.
Regarding the company's slide rail production capacity and server slide rail order situation, Haidar stated, "Currently, the company's server slide rail production capacity is sufficient, with ample production line space and capacity reserved to fully match the demand for subsequent order growth; the production capacity for home appliance slide rails is currently nearing saturation. To address capacity bottlenecks and improve production efficiency, the company is systematically promoting upgrades to three major production lines this year: first, optimizing the process parameters of core equipment to achieve production speed and efficiency improvements; second, completing the intelligent integration transformation of multiple production lines to consolidate production resources and enhance operational efficiency; third, advancing the automation upgrade of assembly lines by introducing intelligent assembly equipment and visual inspection systems. With the implementation of production line transformations and the subsequent completion of fundraising projects, the company's overall production capacity will achieve further leaps, providing solid capacity support for sustained business growth."
Regarding the company's development plans, Haidar stated, "The company continues to deepen its traditional home appliance business while actively increasing its layout in the server slide rail sector, continuously improving product technology research and development and market channel expansion, with dual-track synergy to build a solid foundation for the company's medium- to long-term performance growth."
Regarding customer orders and operational conditions, Haidar stated, "The company's core partners include well-known domestic and foreign home appliance enterprises such as BSH, Haier, Hisense, and Electrolux, as well as server slide rail customers like ZTE, Inspur, and H3C, with stable and long-term cooperative relationships. The company's products mainly consist of non-standard customized parts, organized procurement and production based on forward-looking demand forecasting and order-oriented models; relying on stable quality control, excellent product performance, and rapid customization response capabilities to accurately match customers' differentiated needs. Please refer to the company's subsequent disclosure announcements for operational and order-related information."
Regarding the construction progress of the expansion project, Haidar stated, "Our construction projects are carried out in phases, with the first phase completing the building part, followed by the layout of production lines and equipment debugging. The completion in April you mentioned should refer to the building project part mentioned in our announcement. Our fundraising projects will be completed as planned."
Regarding the server slide rail business and business structure adjustments, Haidar reiterated, "The company continues to deepen its traditional home appliance business while actively increasing its layout in the server slide rail sector, continuously improving product technology research and development and market channel expansion, with dual-track synergy to build a solid foundation for the company's medium- to long-term performance growth. Currently, the company's server slide rail production capacity is sufficient, with ample production line space and capacity reserved to fully match the demand for subsequent order growth. The company has established long-term stable strategic cooperation with several leading domestic server manufacturers and successfully obtained qualified supplier qualifications from well-known enterprises such as ZTE, Inspur, and H3C, with deepening cooperative relationships." Tongbi Finance learned that the company focuses on the production and sales of precision slide rails, providing high-performance slide rail products to downstream customers through continuous technological research and product upgrades. The company's main customers are well-known enterprises both domestically and internationally, all of which have strict quality standards when selecting supporting suppliers. After customer certification and years of business cooperation, the company has established long-term and stable cooperative relationships with major downstream customers.
The company has set up an independent R&D department, which includes project teams, sample teams, and document control teams, establishing a sound internal control system. It possesses the capability for product research and development as well as the design and development of various precision molds, enabling it to provide customized precision slide rail products tailored to different customer needs. After years of continuous investment and accumulation in R&D, as of December 31, 2025, the company holds 132 valid patents, including 55 domestic invention patents, 64 utility model patents, and 13 valid international PCT patents
