Core Viewpoint - After years of rapid growth, the company has reached a certain business scale and is entering a relatively stable period, with overseas market revenue growth expected to exceed 22% from 2022 to 2024 after excluding the Russian market [1] Group 1: Business Performance - The number of trading customers for the company is expected to double from 2022 to 2024 [1] - As of July 31, 2025, the company's backlog for tire sales business within one year amounts to approximately 1.424 billion yuan, excluding mining tire operation management business [1] Group 2: Market Development - The market development for the company's all-steel giant tire products has been positive, with new signed orders and framework agreements totaling 4,790 units, corresponding to a contract amount of approximately 337 million yuan, including 17 newly developed customers as of June 30, 2025 [1] - The company is in discussions for several all-steel giant tire sales projects, with 7 customers expected to place orders exceeding 10 million yuan, involving approximately 1,520 units and an estimated total order value of about 239 million yuan [1] Group 3: Mining Tire Operations - There are 9 customers expected to have annual order scales exceeding 50 million yuan for domestic and international mining tire operation management business [1] - The company is actively participating in the supply chain for mining projects by providing high-reliability tire solutions, leveraging its all-steel giant tire products and professional tire operation management services [1]
海安集团：公司已经具备一定的业务规模，进入相对的稳定期