机构调研策略周报：重点关注业绩超预期的公司

Group 1: Company Overview - The report highlights that 2023 was a breakthrough year for the company in international business, achieving significant overseas contracts worth nearly 1 billion yuan, with a focus on digital transformation, green manufacturing, and artificial intelligence across various regions including Southeast Asia, the Middle East, and Europe [3][31]. - The company has established subsidiaries in countries like Singapore, Saudi Arabia, and Kazakhstan, significantly enhancing its local operational capabilities [3]. - The company won a digital benchmark project with Saudi Aramco and the world's largest single shipyard, Saudi International Maritime Industries (IMI), empowering clients with digital and intelligent solutions [3]. Group 2: Industry Performance - The chemical industry continues to show rapid revenue growth, with the metallurgy sector increasing by 62.87%, energy sector by 34.70%, petrochemical sector by 28.95%, and overall chemical industry growth at 23.70%, providing strong support for the company's stable performance [4]. - The report notes that the company is a leading supplier in the field of intelligent control solutions for process industries, maintaining a top market share for several of its intelligent control software products in the domestic market [6]. Group 3: Financial Highlights - In Q1 2024, the company reported revenue of approximately 17.38 billion yuan, a year-on-year increase of 20.25%, with a net profit of 1.45 billion yuan, up 57.39% year-on-year [8]. - The company achieved a revenue of 174.43 billion yuan in Q1 2024, representing an 88.10% increase year-on-year, and a net profit of 16.26 billion yuan, which is a 210.30% increase year-on-year [31]. Group 4: Market Trends and Strategies - The report indicates that the company is focusing on expanding its product categories and enhancing product strength while deepening channel construction to meet user demands for high-quality products [28]. - The company is targeting the mid-to-high-end market, which shows strong growth momentum, capturing about 20% of the annual sales volume in this segment [29]. - The company is actively exploring new market opportunities and enhancing its digital capabilities to support its expansion strategy [34].