创元科技分析师会议-20250618

Group 1: General Information - The research object is Chuangyuan Technology, belonging to the environmental protection industry, and the reception time was on June 18, 2025 [8] - The listed company's reception staff included independent director Ge Weidong, board secretary and deputy general manager Zhou Weiwei, securities affairs representative and general manager of the secretary's office Lu Shuhao, director and general manager of Suzhou Electric Porcelain Lu Huimin, and board secretary and financial controller of Suzhou Electric Porcelain Ma Xiangfeng [8] - The research institutions included securities companies such as Guotou Securities and Yongxing Securities, investment companies like Shanghai Zhangying, and asset management companies such as Suzhou Junrong [9] Group 2: Company Business and Performance Suzhou Electric Porcelain - It is a key enterprise in China's electric porcelain industry, with high - level technical barriers in high - grade insulators, especially UHV porcelain insulators. It participates in setting national and industry standards, has strong R & D capabilities, and has completed large - scale supply tasks for UHV construction in China and the "Belt and Road" [15] - In 2024, its output value increased year - on - year, and with the completion, delivery, and settlement of domestic and foreign orders, its revenue increased significantly. As of now, its business situation in 2025 is good [16] - Its products are sold to more than 40 countries and regions in Europe, America, and Oceania, and it supplies products for many international well - known multinational companies. The "Lightning" products have a good reputation at home and abroad, and the "Belt and Road" strategy has opened up new export channels [16][17] Jiangsu Sujing - It focuses on expanding three emerging industries: new energy, big health, and electronic information. It has established a marketing corps to promote the transformation of products, projects, and services to high - end industries and high - end customers [18] - It will follow market changes, increase market development efforts, integrate internal resources, and meet different market demands to achieve high - quality development [18] Suzhou Bearing - It is one of the leading enterprises in the domestic needle roller bearing industry, with the most varieties and complete specifications. Its domestic competitors include Jiangsu Nanfang Precision Co., Ltd. and Changzhou Guangyang Bearing Co., Ltd., and its foreign competitor is Schaeffler Group, with differentiated competition [18] - Its products include radial needle roller bearings (solid ring needle roller bearings, stamped outer ring needle roller bearings, and radial needle roller and cage assemblies), which are applied in new energy electric drives, industrial automation, etc.; thrust needle roller bearings and cylindrical roller bearings are used in automobile transmissions, new energy electric drives, etc. [19]