Group 1: Company Overview and Market Position - The company has established specific targets for the metal mining sector, aligning with its "14th Five-Year Plan" for execution and monitoring through regular reports [1] - The market for metal mining, both domestically and internationally, presents significant growth opportunities [1] Group 2: Financial Performance and Revenue Recognition - In 2022, the company signed new orders in the metal mining sector, with revenue recognition typically occurring in the following year, contingent on project specifics [1] - The gross margin for exports is higher than for domestic sales due to factors such as higher costs for installation and after-sales services, as well as pricing strategies against foreign competitors [2] Group 3: Operational Strategies and Challenges - The company is actively recruiting talent to enhance its sales team for both international and domestic markets [2] - The entry barriers for after-market services are high, requiring significant technical and financial resources, as well as a robust support network [2] Group 4: Cost Management and Market Dynamics - The increase in sales expense ratio in 2022 was attributed to performance growth and the expansion of a specialized technical sales team, leading to higher employee compensation [2] - The decline in gross margin for parts and components is a strategic move to stabilize customer loyalty and market share in anticipation of future capacity release from new projects [2]

Group 1: Company Advantages - The company has a high proportion of clients from central state-owned enterprises and large listed companies, exceeding 50% of its customer base [1] - The company has developed core technologies in crushing and screening production lines through years of independent research and innovation [1] - The company has successfully transitioned to a "manufacturing + service" model, achieving a clear profit model and revenue growth [1] - The company has a significant presence in the metal mining sector, with rapid growth in this area [1] Group 2: Equipment and Parts - Main operational parts for crushing equipment include liners, frames, nuts, and bearings; for screening equipment, they include integrators, screens, and beams [2] - Purchased components often require processing before they can be used in equipment, such as castings that need design and CNC machining [2] Group 3: Market Applications - The downstream applications of sand and gravel aggregates primarily include construction sectors such as housing, transportation, water conservancy, and urban public facilities [1] Group 4: Market Scale and Demand - Global annual production of sand and gravel aggregates is approximately 4 billion tons, with China consuming about 2 billion tons annually, accounting for 50% of the global total [2] - The annual output value of the sand and gravel aggregate industry in China is nearly 2 trillion yuan [2] - Demand for sand and gravel aggregates in China is projected to reach 2.5 billion tons from 2020 to 2030, stabilizing after a peak [2]

Group 1: Industry Overview - The sand and gravel aggregate industry is the largest downstream application for crushing and screening equipment, accounting for approximately 6/7 of concrete quality [1] - The demand for sand and gravel aggregates in China is projected to reach 250 billion tons from 2020 to 2030, stabilizing at a high level [1] Group 2: Product and Market Insights - The company offers a wide range of products, including the CC800 single-cylinder cone crusher with a main motor power of 750KW and a maximum processing capacity of 1837t/h [1] - The company’s equipment is primarily sourced from domestic suppliers, with procurement costs influenced by volume and payment cycles [2] Group 3: Aftermarket and Maintenance - Spare parts are categorized into consumable parts and accident parts, with a typical equipment lifespan of 5-10 years, leading to frequent demand for replacements [2] - The company’s intelligent operation and maintenance center monitors equipment usage to assist customers in timely maintenance and replacement, minimizing downtime [2] Group 4: Financial Performance and Market Strategy - The first quarter report indicated a decline in profit margins due to seasonal factors, but profitability is expected to improve as overseas project conversion rates increase [3] - The gross margin in overseas markets is slightly higher than in domestic markets, although transportation and maintenance costs can offset this difference [3] Group 5: Talent Acquisition and Market Focus - The company is actively recruiting talent from industry giants to enhance business development [3] - Russia and South Africa are identified as key markets for the company this year, especially following the exit of competitors from the Russian market [3]

证券代码：001360 证券简称：南矿集团 公告编号：2023-010 南昌矿机集团股份有限公司 关于参加江西辖区上市公司 2023 年投资者 网上集体接待日活动的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 为进一步加强与投资者的互动交流，南昌矿机集团股份有限公司（以下简称 "公司"）将参加由江西证监局、江西省上市公司协会与深圳市全景网络有限公 司联合举办的"2023 年江西辖区上市公司投资者集体接待日活动"，现将相关 事项公告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （https://rs.p5w.net），或关注微信公众号：全景财经，或下载全景路演 APP，参 与本次互动交流，活动时间为 2023 年 5 月 19 日（周五）14:30-17:00。届时公司 高管将在线就公司 2022 年度业绩、公司治理、发展战略、经营状况和可持续发 展等投资者关心的问题，与投资者进行沟通与交流，欢迎广大投资者踊跃参与！ 特此公告！ 南昌矿机集团股份有限公司董事会 2023 年 5 月 16 日 ...

Group 1: Product Development and Market Positioning - The company focuses on cost reduction and efficiency improvement in its new product development, such as mobile crushing stations and toothed roller crushers, aiming to expand their application fields and product specifications [1] - The market positioning of mobile crushing stations is not limited to domestic markets but is also targeted at overseas metal mines [1] - The toothed roller crusher is primarily used in coal crushing, with future plans to expand its application to rock crushing, currently in the research and development stage [1] Group 2: Competitive Advantages and Industry Trends - The company possesses unique advantages in providing complete solutions, supported by a skilled workforce with experience from state-owned enterprises and large mining design institutes [2] - The trend towards large-scale equipment integration is evident, with the company offering a diverse range of products and integrated systems, including conveyors and other equipment [2] - The company differentiates between complete production lines and mobile crushing stations, with the former being more complex and the latter being a standard product ready for immediate use [2] Group 3: Market Strategy and International Expansion - The company competes with international giants in overseas markets by leveraging its high cost-performance ratio, quality, quick response, and strong innovation capabilities [3] - The company aims to expand its market presence under the "Belt and Road" initiative, assessing overseas market prospects and team development [3] Group 4: Aftermarket Services and Smart Operations - In 2022, the proportion of purchased parts in aftermarket services was high, primarily due to the need for wear-resistant components [3] - The company emphasizes smart operations to reduce costs and improve efficiency for clients, which includes energy consumption reduction and predictive maintenance [3] - The company offers two service models for smart operations: proactive service sharing cost savings and fee-based periodic analysis reports [3] Group 5: Market Growth Factors - The company maintains revenue growth due to several factors: national industrial policy support, stable fixed asset investment growth, increasing domestic production rates, and a growing market share among leading enterprises [3] - The stable growth in the metal mining sector contributes to sustained order growth [3]

南昌矿机集团股份有限公司投资者关系活动记录表 证券代码：001360 证券简称：南矿集团 编号：2023-001 特定对象调研 □分析师会议媒体采访 □业绩说明会□新闻发布会 □路演 投资者关系 活动类别 活动 现场参观□其他 交银基金：杨金金、郭若、何雄 财通证券：张豪杰、张新春 安信证券：高杨洋 中邮基金：沈路遥 中天国富证券：冼颖彤 国信证券：吴双、田丰 活动参与人 员 东北证券：凌展翔 工银瑞信基金：谢怡婷 申万宏源证券：刘建伟 国投创益：高伟哲 首创证券：牛阳、焦俊凯 （上述排名不分先后） 时间 2023 年 4 月 28 日上午 9:00-12:00 地点 公司行政一楼会议室 形式 线上与线下结合 董事长：李顺山 总裁：龚友良 财务总监：文劲松 上市公司接 待人员 董事会秘书：缪韵 证券事务代表：罗振龙 保荐代表人：蒋猛、郑尚荣 1、最近几年南矿的金属矿山业务占的比例都比较低，但 2023 年数据很不错，这 么高增长背后的主要客户是来自于哪里？ | --- | |-------------------------------------------------------------------- ...

Financial Performance - The company's operating revenue for Q1 2023 was CNY 159,755,441.76, representing a 20.98% increase compared to CNY 132,055,994.74 in the same period last year[5] - Net profit attributable to shareholders was CNY 14,749,045.69, up 7.30% from CNY 13,745,601.49 year-on-year[5] - The net profit excluding non-recurring gains and losses was CNY 13,619,818.83, reflecting a 20.67% increase from CNY 11,286,592.03 in the previous year[5] - The basic earnings per share increased to CNY 0.10, an 11.11% rise from CNY 0.09 in the same quarter last year[5] - The net profit for Q1 2023 reached CNY 15,326,635.96, representing a 6.79% increase from CNY 14,352,728.64 in Q1 2022[15] - The earnings per share (EPS) for Q1 2023 was CNY 0.10, compared to CNY 0.09 in Q1 2022[15] - The total comprehensive income for Q1 2023 was CNY 15,430,457.05, compared to CNY 14,508,603.42 in Q1 2022, indicating a growth of 6.35%[15] Assets and Liabilities - The total assets at the end of Q1 2023 were CNY 1,331,486,528.25, a slight decrease of 0.20% from CNY 1,334,209,838.00 at the end of the previous year[5] - The total liabilities decreased to CNY 744,216,343.06 in Q1 2023 from CNY 764,666,486.71 in Q1 2022, a reduction of 2.94%[12] - The total equity increased to CNY 587,270,185.19 in Q1 2023 from CNY 569,543,351.29 in Q1 2022, reflecting a growth of 3.10%[12] Cash Flow - The net cash flow from operating activities was negative CNY 29,174,157.83, worsening by 28.92% compared to negative CNY 22,630,429.64 in the same period last year[5] - Cash received from sales and services in Q1 2023 was CNY 155,852,029.26, an increase from CNY 118,444,878.22 in Q1 2022[17] - The net cash flow from operating activities was -29,174,157.83, compared to -22,630,429.64 in the previous year, indicating a decline in operational cash generation[18] - Total cash inflow from investment activities was 1,200.00, significantly lower than 120,112,883.42 in the previous year, reflecting reduced investment returns[18] - The net cash flow from financing activities was 6,178,621.38, down from 14,179,805.27 in the previous year, showing a decrease in financing efficiency[19] - The total cash and cash equivalents at the end of the period were 103,600,735.87, compared to 81,740,384.84 at the end of the previous year, indicating an increase in liquidity[19] - The company received 23,884,314.08 in cash from borrowings, up from 15,000,000.00 in the previous year, suggesting increased reliance on debt financing[18] - Cash outflows for purchasing goods and services amounted to 95,312,399.74, compared to 81,253,027.43 in the previous year, reflecting higher operational costs[18] - The company reported a total cash outflow from investment activities of 20,482,818.56, compared to 145,290,223.04 in the previous year, indicating a significant reduction in investment expenditures[18] - The company experienced a negative impact of -663,683.62 from exchange rate fluctuations on cash and cash equivalents[19] - The total cash inflow from other investment activities was 120,000,000.00, which was not present in the previous year, indicating new investment opportunities[18] - The company paid 25,000,000.00 in cash for debt repayment, reflecting ongoing debt management efforts[18] Shareholder Information - The company reported a total of 19 common shareholders at the end of the reporting period[9] - The largest shareholder, Li Shunshan, holds 48.48% of the shares, totaling 74,174,232 shares[9] Government Subsidies and Expenses - The company received government subsidies amounting to CNY 1,375,881.40, which are closely related to its normal business operations[6] - The total operating costs for Q1 2023 were CNY 137,966,838.70, up 17.69% from CNY 117,097,656.15 in the same period last year[14] - Research and development expenses for Q1 2023 were CNY 4,617,824.13, down 21.16% from CNY 5,860,456.33 in Q1 2022[14] - The company reported a financial expense of CNY 1,565,029.52 in Q1 2023, compared to a financial income of CNY -167,658.68 in Q1 2022[14]

股票简称：南矿集团 股票代码：001360 南昌矿机集团股份有限公司 Nanchang Mineral Systems Co., Ltd. （江西省南昌市湾里区红湾大道 300 号） 首次公开发行股票并在主板上市之 上市公告书 保荐人（主承销商） （深圳市红岭中路 1012 号国信证券大厦 16-26 层） 二〇二三年四月 1 特别提示 南昌矿机集团股份有限公司（以下简称"南矿集团""公司""本公司"或 "发行人"）股票将于 2023 年 4 月 10 日在深圳证券交易所上市。 南矿集团按照中国证监会 2023 年 2 月 17 日发布的《证券发行与承销管理办 法》《首次公开发行股票注册管理办法》等注册制配套规则发行定价，上市后适 用《深圳证券交易所交易规则（2023 年修订）》，上市后的前 5 个交易日不设 涨跌幅限制，其后涨跌幅限制为 10%。 本公司提醒投资者应充分了解股票市场风险及本公司披露的风险因素，在新 股上市初期切忌盲目跟风"炒新"，应当审慎决策、理性投资。 如无特别说明，本上市公告书中的简称或名词的释义与本公司首次公开发行 股票招股说明书中的相同。如本上市公告书中合计数与各加数直接相加之和在尾 ...

南昌矿机集团股份有限公司 Nanchang Mineral Systems Co., Ltd. （江西省南昌市湾里区红湾大道 300 号） 首次公开发行股票并在主板上市 招股说明书 保荐人（主承销商） （深圳市罗湖区红岭中路1012号国信证券大厦16－26层） 南昌矿机集团股份有限公司 招股说明书 发行人声明 中国证监会、交易所对本次发行所作的任何决定或意见，均不表明其对注册 申请文件及所披露信息的真实性、准确性、完整性作出保证，也不表明其对发行 人的盈利能力、投资价值或者对投资者的收益作出实质性判断或保证。任何与之 相反的声明均属虚假不实陈述。 根据《证券法》的规定，股票依法发行后，发行人经营与收益的变化，由发 行人自行负责；投资者自主判断发行人的投资价值，自主作出投资决策，自行承 担股票依法发行后因发行人经营与收益变化或者股票价格变动引致的投资风险。 1-1-1 南昌矿机集团股份有限公司 招股说明书 | 发行股票类型 | 人民币普通股（A 股） | | | | | --- | --- | --- | --- | --- | | 发行股数 | 本次公开发行新股 公司总股本的 | | | 万股，发行数量为发行 ...

南昌矿机集团股份有限公司 首次公开发行股票并在主板上市发行结果公告 保荐人（主承销商）：国信证券股份有限公司 特别提示 保荐人（主承销商）根据深交所和中国登记结算有限责任公司深圳分公司（以 1 下简称"中国结算深圳分公司"）提供的数据，对本次网上、网下发行的新股认购 情况进行了统计，结果如下： （一）网上新股认购情况 1、网上投资者缴款认购的股份数量（股）：40,458,036 2、网上投资者缴款认购的金额（元）：622,244,593.68 南昌矿机集团股份有限公司（以下简称"南矿集团"或"发行人"）首次公开发 行不超过 5,100 万股人民币普通股（A 股）（以下简称"本次发行"）的申请已经 深圳证券交易所（以下简称"深交所"）上市审核委员会审议通过，并已经中国证 券监督管理委员会同意注册（证监许可[2023]586 号）。本次发行的保荐人（主承 销商）为国信证券股份有限公司（以下简称"国信证券"或"保荐人（主承销商）"）。 发行人的股票简称为"南矿集团"，股票代码为"001360"。 本次发行采用网下向符合条件的投资者询价配售（以下简称"网下发行"）和 网上向持有深圳市场非限售 A 股股份或非限售存托凭 ...