和泰机电分析师会议-20250912

1. Reported Industry Investment Rating - No relevant information provided 2. Core Views of the Report - The company's material handling equipment products have a wide range of applications, and the company is expanding its market share in non - cement building materials industries [23]. - The company's chain products have a long service life and high - quality advantages, and the company is promoting process improvement and intelligent manufacturing [25][26]. - The company's "Annual Production of 3 million large - pitch conveying equipment chain intelligent manufacturing project" is in progress, with the first - phase production line achieving small - batch production in 2024 and the second - phase under installation and commissioning [27][28]. 3. Summary According to the Table of Contents 3.1. Research Basic Situation - The research object is Hetai Electromechanical, and the reception time is September 12, 2025. The listed company's reception staff includes the board secretary Fang Qing and Xu Ruoran from the secretary's office [16]. 3.2. Detailed Research Institutions - The research institutions include Great Wall Securities Co., Ltd. (a securities company with relevant person Xu Chenglu), Vikin (Hangzhou) (an asset management company with relevant person Zhang Huan), Hangzhou Yuhang Private Equity (a fund management company with relevant person Wang Fujun), and Hangzhou Zhongcai Jinfeng Equity Investment (an investment company with relevant person Shen Bin) [17]. 3.3. Main Content Information - Market Expansion Strategy: The company is expanding the application fields of its products on the basis of the cement industry, targeting industries such as ports, steel, chemicals, and food. It has a mature product and technology base, can provide customized solutions, and has established a national sales service network. It also uses the "regional bidding for positions system" to motivate sales staff [23]. - Chain Product Service Life and Advantages: The chain product has a service life of about 3 years, can adapt to harsh environments, and reduces customer costs and downtime losses. The company promotes process improvement and intelligent manufacturing and has an all - around quality control system [25][26]. - Implementation of the Fund - Raising Project: The company is implementing the "Annual Production of 3 million large - pitch conveying equipment chain intelligent manufacturing project" to build a smart factory. The first - phase production line achieved small - batch production in 2024, and the second - phase is under installation and commissioning [27][28].