Group 1: Performance and Business Expansion - The company participated in the "2025 Investor Online Reception Day" on September 11, 2025, to discuss its half-year performance and financial status with investors [2] - The company has developed a "continuous casting-hot rolling-cold rolling" industrial chain, enhancing customer loyalty and optimizing revenue structure by entering high-end markets such as automotive and home appliances [3] - The company has secured overseas orders in the continuous casting business, particularly from India, which opens up international growth opportunities [3] Group 2: Core Products and Competitive Advantage - The company is a pioneer in the field of intelligent manufacturing equipment for section steel and strip steel, possessing core technologies in intelligent equipment production lines [4] - The company has a strong competitive edge due to its technological innovation capabilities and has maintained the highest domestic market share for several consecutive years [4] Group 3: Industry Alignment and Financial Metrics - The company's operations fall under the category of new industrialization, focusing on intelligent equipment manufacturing that promotes the steel industry's smart and green upgrades [5] - The gross profit margin increased by 3 percentage points year-on-year, attributed to a higher proportion of overseas high-margin orders, with expectations for sustainability despite potential industry cycle fluctuations [6] - The net operating cash flow turned positive at 162 million, driven by increased sales collections and controlled procurement payments, with expectations for stability moving forward [7] Group 4: Project Updates and Future Plans - The project for "annual production of three metallurgical intelligent automation production lines" has been postponed to April 2026 due to domestic order delays and the complexity of adapting to international standards, but the original capacity planning remains unchanged [8] - The company has a clear strategy for international expansion, having signed a contract for a hot-rolled coil project in Nigeria and is focusing on emerging markets in Southeast Asia and South Asia [10]
中重科技（天津）股份有限公司关于参加天津辖区上市公司2025年投资者网上集体接待日暨半年报业绩说明会活动情况的公告