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山东矿机分析师会议-20250515

Group 1: Report Overview - The research is about Shandong Mining Machinery in the special equipment industry, and the research date is May 15, 2025 [1][2][17] Group 2: Research Details 1. Basic Research Information - The research object is Shandong Mining Machinery, belonging to the special equipment industry. The reception time is May 15, 2025, and the reception staff are the secretary of the board Qin Decai and the securities representative Zhang Lili [17] 2. Detailed Research Institutions - The reception objects include investors' online questions and others [20] 3. Investor Questions and Company Responses - Globalization Strategy: The company uses its advantages, forms professional teams, participates in foreign industry exhibitions, and invites customers to visit. It has entered foreign markets and promoted business development through project radiation and word - of - mouth. It will seek cooperation in the whole industry chain and broader fields [24] - Industry Outlook: With the deepening of coal reform, the coal - machine manufacturing industry will combine modern information technologies such as big data, artificial intelligence, and the Internet of Things with products, enhancing competitiveness [24] - Intelligent Bulk Material Conveying Equipment Business: The business has developed rapidly. In 2024, the operating income was 291 million yuan, a year - on - year increase of 32.49%. The products have high intelligence and automation, and have entered the international market [24][25] - Company Business: Shandong Mining Machinery is a diversified group company mainly engaged in coal - machine production and sales, along with businesses such as intelligent bulk material conveying equipment, building materials machinery, packaging and printing machinery, and precision machining [25] - Progress in Intelligent Products in 2024: The self - developed electro - hydraulic control system achieved multiple sales. Many new products were developed and upgraded. Wireless sensors and controllers were developed, and relevant licenses and certifications were obtained [25][26] - New Profit Growth Points: The company will implement the "Five - Transformation Strategy", deepen the "Accessories Strategy", increase R & D investment, carry out technological innovation, and seek the integration of capital and industry [26]