证券代码：300445 证券简称：康斯特 北京康斯特仪表科技股份有限公司投资者关系活动记录表 编号：2021-04-29 | --- | --- | --- | --- | |-------------------------|--------------------|----------------------------|--------------------------------------------------------| | | | | | | 投资者关系活动 | □ 特定对象调研 | □ | 分析师会议 | | 类别 | □ 媒体采访 | ■ | 业绩说明会 | | | □ 新闻发布会 | □ | 路演活动 | | | □ 现场参观 | | | | | □ 其他 | | （ ） | | 参与单位名称及 人员姓名 | 2020 （全景网） | 年度网上业绩说明会 | | | | | | | | 时间 2021-04-29 | | | | | 地点 公司会议室 | | | | | 上市公司接待人 | 何欣 | 总经理 | | | 员姓名 | 王本哲 独立董事 | | | | | 刘楠楠 董事会 ...

证券代码：300445 证券简称：康斯特 北京康斯特仪表科技股份有限公司投资者关系活动记录表 编号：2021-08-20 | --- | --- | --- | |------------------|--------------------------|-----------------------------------------------------------| | | | | | 投资者关系活动 | □ 特定对象调研 | ■ 分析师会议 | | 类别 | □ 媒体采访 | □ 业绩说明会 | | | □ 新闻发布会 | □ 路演活动 | | | □ 现场参观 | | | | □ 其他 | | | | 西南证券 | 赵千里、中欧基金 - 袁维德、中欧基金 - 方申申、华富 | | 参与单位名称 | 基金 - 邓翔、华富基金 君 | - 高靖瑜、西藏明曜 - 陈睿、璟恒投资 - 施 | | 时间 2021-08-20 | | | | 地点 | 公司会议室 | | | 上市公司接待人 | 何欣 总经理 | | | 员姓名 | 刘楠楠 副总经理 | | | | | | | | 李 广 | 证券事务代表 ...

证券代码：300445 证券简称：康斯特 北京康斯特仪表科技股份有限公司投资者关系活动记录表 编号：2021-09-23 | --- | --- | --- | |------------------|----------------|--------------------------------------------------------| | | | | | | | | | 投资者关系活动 | □ 特定对象调研 | □ 分析师会议 | | 类别 | □ 媒体采访 | □ 业绩说明会 | | | □ 新闻发布会 | □ 路演活动 | | | □ 现场参观 | | | | ■ 其他 | 北京辖区上市公司投资者集体接待日 | | 参与单位名称 | 全景网线上交流 | | | 时间 2021-09-23 | | | | 地点 公司会议室 | | | | 上市公司接待人 | 何欣 总经理 | | | 员姓名 | 刘楠楠 | | | | 翟 全 财务总监 | | | | | | | | 一、 | 行业发展及公司经营情况 | | | | | | | （1 ） | 您怎么看待国内数字压力检测、温度校准行业的发展 | ...

Company Overview - The company is Beijing Const Instrument Technology Co., Ltd., with stock code 300445 and abbreviation 康斯特 [1] - The company specializes in pressure detection products and has a strong brand presence globally [2][3] Market Position and Product Development - The company has achieved a cumulative sales revenue of over 180 million for its 811 series products, which have been recognized in the market for over 10 years [3] - The temperature detection products have an annual growth rate of approximately 5%, with a sales target of 70 million for the current year [3] - The MEMS sensor project is progressing smoothly, with chip samples meeting expectations after two testing cycles [4] Financial Performance and Costs - The company's sales expenses exceed 20% due to high marketing costs associated with global conference marketing and participation in industry events [4] - In 2020, the company faced a tariff impact of 171,000 USD due to a 25% tariff increase, affecting gross margin by approximately 3-4 percentage points [4] - The company's operating costs increased by 24.71 million USD in the first three quarters of 2021, with raw material costs accounting for 14% of this increase [4] Strategic Initiatives - The company aims to expand its SaaS platform, which is positioned as an ERP system for instruments, targeting various industries including scientific research and testing [4][6] - The company plans to enhance its product offerings in the electrical measurement sector, focusing on breakthroughs in direct current standard sources and meters [6] Competitive Landscape - The domestic pressure transmitter market is valued at approximately 3.2 billion USD, with a growth rate of 10% annually, while the global market is estimated to be around 20 billion USD [7] - The company’s pricing strategy aims to target 80-90% of the domestic pricing of leading competitors [7] Future Outlook - The company anticipates that 2022 will be a turning point for performance recovery, with a projected reduction in related costs [5] - The company is exploring potential acquisitions or establishing subsidiaries in Europe to enhance its international market presence [6][7]

Group 1: Company Overview - The company focuses on pressure and temperature detection, operating in a niche market valued at over $10 billion globally [3] - The company has a competitive edge due to significant investment in R&D, leading to product iterations that have outpaced domestic competitors [3] - The company’s product line includes smart instruments that maintain high gross margins due to their critical role in production reliability and traceability [3] Group 2: Product Applications and Market - Key application areas for the company's products include power generation, pharmaceuticals, petrochemicals, and automotive manufacturing [3] - The company is expanding its product offerings in the pharmaceutical sector and aims to meet the increasing demand in industries like petrochemicals and metallurgy due to carbon emission targets [4] Group 3: Technology and Innovation - The company has developed a proprietary MEMS pressure sensor technology, with ongoing collaboration with German teams for product design and testing [4] - The company aims to keep the cost of pressure sensors below $35, with plans for limited external supply of certain sensors in the future [4] - The company is exploring partnerships with software firms to integrate detection software with its hardware, enhancing market reach and service offerings [5] Group 4: Competitive Landscape - Domestic competitors like GaoHua, MaiKe, and WoTian have not yet achieved standard-level production due to limitations in technology and materials [5] - The company has identified high-temperature pressure sensors as a niche market, primarily for aerospace applications, but currently has no plans to enter this segment [5]

Group 1: Company Overview and Market Position - The company primarily focuses on pressure products, with temperature products gaining a higher share in the product structure, maintaining a higher gross margin for pressure detection products [2] - The global market for pressure and temperature is approximately $13 billion, with the domestic market around $3 billion, showing a slower overall growth rate [3] - Major competitors in the pressure detection market include WIKA and Druck, with significant opportunities for domestic import substitution [3] Group 2: Product Development and Innovation - The company is collaborating with a German team for MEMS pressure sensor design, with knowledge property rights retained by the company [3] - The MEMS pressure sensor production line is expected to contribute revenue starting in 2023, with packaging line construction at the Yanqing base to be completed by the end of 2022 [4] Group 3: Financial and Operational Challenges - The company faced a tariff increase from 4% to 25% since 2018, impacting net profit by 17% in 2020, with potential positive effects if tariffs are reduced [4] - Logistics costs have significantly increased, with shipping times to the U.S. extending from one month to four months, affecting overall operational efficiency [4] Group 4: Sales and Marketing Strategy - The company plans to expand its domestic sales network by adding 7 sales engineers in 2022, following the addition of 9 in 2021 [5] - A consultant-style marketing approach will be maintained, focusing on high-tech solutions to guide customers away from price sensitivity [4] Group 5: Collaboration and Future Prospects - The partnership with Mingde Software aims to create integrated solutions around user needs, enhancing the company's software capabilities in measurement systems [5] - The company is focusing on high-end direct current detection products, with plans to release new products as supply chain issues stabilize [5]

证券代码：300445 证券简称：康斯特 北京康斯特仪表科技股份有限公司投资者关系活动记录表 编号：2022-11-16 | --- | --- | --- | |-------------------------|--------------------------------------------|---------------------------------------------------------------| | | | | | 投资者关系活 | ■ 特定对象调研 | □ 分析师会议 | | 动类别 | □ 媒体采访 | □ 业绩说明会 | | | □ 新闻发布会 | □ 路演活动 | | | □ 现场参观 | | | | □ 其他 | （ ） | | 参与单位名称 及人员姓名 | 中信建投证券、西部证券、国君资管、千合资本 | | | 时间 | 2022-11-16 | | | | 地点 公司会议室（线上） | | | 上市公司接待 | 何 欣 总经理 | | | 人员姓名 | 刘楠楠 董事会秘书 | | | | 本次互动交流关键词 | | | | | 技术壁垒、发展策略、风险与挑战、 ...

证券代码：300445 证券简称：康斯特 北京康斯特仪表科技股份有限公司投资者关系活动记录表 编号：2022-09-16 | --- | --- | --- | |-------------------------|------------------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | 投资者关系活动 | ■ 特定对象调研 | □ 分析师会议 | | 类别 | □ 媒体采访 | □ 业绩说明会 | | | □ 新闻发布会 | □ 路演活动 | | | □ 现场参观 | | | | □ 其他 | （ ） | | 参与单位名称及 | | 信达证券、东方证券、首创证券、万联证券、华龙证券、华泰 | | 人员姓名 | | 资产、殷商资产、创金合信基金、知行中科基金、湖北联投基 ...

证券代码：300445 证券简称：康斯特 北京康斯特仪表科技股份有限公司投资者关系活动记录表 编号：2022-11-4 | --- | --- | --- | |--------------|------------------------------|--------------------------------------------------------------| | | | | | 投资者关系活 | ■ 特定对象调研 | □ 分析师会议 | | 动类别 | □ 媒体采访 | □ 业绩说明会 | | | □ 新闻发布会 | □ 路演活动 | | | □ 现场参观 | | | | □ 其他 | （ ） | | 参与单位名称 | | 招商证券、国信资管、大成基金、博时基金、平安基金、鹏华基金、 | | 及人员姓名 | 富国基金、融通基金 | | | 时间 | 2022-11-4 | | | | 地点 公司会议室（线上） | | | 上市公司接待 | 姜维利 董事长 | | | 人员姓名 | 刘楠楠 董事会秘书 | | | | 本次互动交流关键词 | | | | | 发展空间、竞争优势、校准与测试、智 ...

证券代码：300445 证券简称：康斯特 北京康斯特仪表科技股份有限公司投资者关系活动记录表 编号：2022-10-28 | --- | --- | --- | --- | |------------------|--------|--------------------------------------|--------------------------------------------------------| | | | | | | 投资者关系活动 | ■ | 特定对象调研 | □ 分析师会议 | | 类别 | □ | 媒体采访 | □ 业绩说明会 | | | □ | 新闻发布会 | □ 路演活动 | | | □ | 现场参观 | | | | □ 其他 | | （ ） | | 参与单位名称及 | | | 招商证券、国元证券、方正证券、华泰资管、大成基金、创金 | | 人员姓名 | | | 合信基金、平安基金、太平基金、鸥翎投资、璟恒投资、星石 | | | | 投资、茂典资产、淳杨资产、合撰资产等 | 投资、养正投资、六禾投资、高信百诺投资、尚近投资、辰阳 | | | | | | | 时间 2022 ...