盛帮股份分析师会议-20250626

Group 1: Research Basic Information - The research object is Shengbang Co., Ltd., belonging to the rubber products industry, and the reception time was on June 26, 2025. The listed company's reception staff included the board secretary Huang Jing and the securities affairs representative Zhang Chenxi [17] Group 2: Detailed Research Institutions - The reception object type is institutional relevant personnel, and the specific reception object is Southwest Securities, with Hu Guangyi from the securities company [20] Group 3: Main Content - The company currently has four business segments: automotive, electrical, aviation, and nuclear protection, based on rubber polymer materials. The automotive business is expanding product applications, the electrical business is moving from medium - low voltage to medium - high voltage products, and the aviation and nuclear protection businesses are being cultivated [22] - The company will continue to adhere to its current industry positioning, focus on rubber polymers, and promote applications in other industries while enhancing technological innovation and reserve capabilities [22] - The company has no clear and fully comparable competitors in the market, but in different application industries, there are competitors. For example, in the automotive business, some products compete with Zhongding Co., Ltd., Enfu, and SKF [23] - Currently, the automotive and electrical businesses contribute significantly to the company's performance, and the company will continue to invest and develop in these fields [23]