Core Viewpoint - Hai'an Group has established a strong market presence in Russia through long-term partnerships and high-quality products, with significant contracts signed to ensure future growth and competitiveness in the market [4][10]. Group 1: Market Development and Strategy - The company has increased its market share in Russia by building trust with local clients since entering the market in 2016, culminating in a long-term sales contract worth approximately 6 billion RMB signed in 2022 [4]. - The company aims to maintain its competitive edge in the Russian market through long-term cooperation with core clients, product quality, and specialized services, despite ongoing competition from international brands [4][10]. Group 2: Product Lifecycle and Management - The operational management model for mining tires includes not only the supply of all-steel giant tires but also the establishment of project teams on-site to provide comprehensive lifecycle management services, enhancing safety and efficiency for mining companies [2][7]. - The company collects operational data during service to improve product offerings and increase customer loyalty, thereby creating industry barriers [2][7]. Group 3: Production and Financial Outlook - The adjusted fundraising projects include the expansion of all-steel giant tire production, automation upgrades, and the establishment of a research center, with construction periods of 3 years, 2 years, and 3 years respectively [3][8]. - As of July 2025, the company has an order backlog of approximately 1.424 billion RMB, with new orders and framework agreements signed for 4,790 giant tires worth about 337 million RMB [3][10]. - The company is actively pursuing additional contracts with significant clients, indicating potential for stronger future growth in both tire sales and operational management services [10].
海安集团接待2家机构调研，包括淡水泉(北京)投资管理有限公司、山西证券股份有限公司等