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调研速递|钢研高纳接受西部证券等2家机构调研,透露业务布局与业绩应对要点
Xin Lang Cai Jing·2025-09-18 11:29

Group 1 - The company conducted a specific investor survey on September 18, 2025, with institutions including Western Securities and Penghua Fund, discussing business layout and performance responses [1] - The company's high-temperature alloy business is categorized into casting alloy products, deformation alloy products, and new alloy products, with military products accounting for approximately 60% of revenue and civilian products for about 40% [1] - The company aims to solidify its leading position in the domestic petrochemical market while accelerating international market expansion, with current domestic and overseas business scales each accounting for 50% [1] Group 2 - The Xi'an subsidiary achieved an operating income of 116 million yuan and a net profit of 27.29 million yuan in the first half of 2025, having completed equipment automation upgrades, while the Shenyang subsidiary generated 46.05 million yuan in revenue [1] - The company has not yet established partnerships with overseas engine manufacturers [1] - To address performance decline risks, the company is implementing systematic management improvement measures focusing on market development, capital management, operational optimization, technology enhancement, and cost reduction [1]