调研速递|鸿路钢构接受8家机构调研,聚焦智能化与业务拓展要点

Core Insights - The company hosted a specific research event with eight institutions to discuss its recent production and operational status [1] Group 1: Smart Manufacturing and R&D Investment - The company is advancing its information technology and smart manufacturing initiatives, utilizing a "project management platform" that integrates with various systems to enhance efficiency and cost control [2] - Significant investments have been made in R&D, with nearly 2,500 lightweight welding robots and rail-type robotic welding stations deployed across ten production bases, along with 57 software copyrights and 38 patents obtained [2] - The company has begun to export its self-developed welding industrial robots in small quantities, with future sales strategies aligned with business development plans [2] Group 2: Overseas Business and Convertible Bonds - The company has seen a gradual increase in indirect export business in international markets and is considering expansion based on market conditions [3] - There is a concern regarding the low conversion rate of convertible bonds, which may lead to redemption pressure when they mature in the second half of next year; the company aims to enhance performance and manage its financial planning accordingly [3] Group 3: Order Status - The company reports normal production operations with a saturated order book, and investors are encouraged to monitor company announcements for further updates [4]