创元科技分析师会议-20260126

Group 1: General Information - The report is about a research on Chuangyuan Technology in the environmental protection industry on January 26, 2026 [1][2][17] - Participating research institutions include Yongying Fund and Zheshang Securities [2][18] Group 2: Company Business Introduction Jiangsu Sujing - As a leading overall solution provider in the domestic clean environmental protection field, its core products cover four categories: air purification equipment and systems, biosafety equipment and systems, energy - saving and environmental protection equipment and systems, and gas production and purification. These products are widely used in emerging industries such as new information technology, energy conservation and environmental protection, biomedicine, new energy, and aerospace [23] Suzhou Electric Porcelain - As a key enterprise in the domestic electric porcelain industry, it has rich technical experience. Its high - voltage porcelain insulators for power transmission and transformation are mainly used in ultra - high and extra - high voltage power transmission lines, high - speed railways, urban rail transit, and power station electrical fields. It has strong R & D capabilities, participates in formulating national and industry standards, and has maintained a leading position in the State Grid's tenders [24][25] Suzhou Bearing - Its various bearing products are widely used in important assemblies in the automotive industry and other fields such as industrial automation, high - end equipment, and aerospace [25] Group 3: Export Business - In 2024, the company's export revenue was 675 million yuan, accounting for 16.11%. Among them, Suzhou Bearing's export revenue was 311 million yuan, accounting for 46.09%, and Suzhou Electric Porcelain's export revenue was 172 million yuan, accounting for 25.40%. In the first half of 2025, the company's export revenue was 345 million yuan, accounting for 16.58%. Among them, Suzhou Bearing's export revenue was 154 million yuan, accounting for 44.72%, and Suzhou Electric Porcelain's export revenue was 113 million yuan, accounting for 32.84% [25]