【私募调研记录】玄元投资调研中泰股份

Group 1 - The core viewpoint of the article highlights that Xuanyuan Investment has conducted research on Zhongtai Co., which is optimistic about achieving its annual sales targets and expects to increase its market share in overseas markets over the next 2-3 years [1] - Zhongtai Co. is focusing on expanding into the Middle East, Central Asia, and Europe and the United States, with cold boxes as the main export product [1] - The company is experiencing a friendly competitive landscape, with an increase in overseas orders contributing to an overall rise in gross profit [1] Group 2 - The increase in sales expenses is attributed to higher commission costs for certain overseas projects [1] - The domestic market environment is challenging, but progress has been made on the Xinjiang coal chemical project [1] - Zhongtai Co. is also exploring the controllable nuclear fusion sector, while considering financial investments in the robotics field [1] Group 3 - The price of bulk gases remains stable, and the helium business has not been affected [1] - The company does not expect to trigger goodwill impairment this year [1]