Group 1: Company Overview and Operations - The company has seen a steady increase in gross margin due to optimizing product structure, enhancing internal management, improving product quality, and continuously promoting cost reduction and efficiency enhancement [2][3]. - The company's OEM business primarily involves the production and processing services of PET bottle preforms, bottled beverages, and daily chemical liquid detergents [3]. Group 2: Product Applications and Market Strategy - Aseptic filling equipment is widely applicable in the production of functional beverages, fruit juices, dairy products, tea drinks, carbonated beverages, and bottled drinking water [3]. - The company expands its market in Southeast Asia mainly through partnerships with agents, leveraging their local insights and resources to effectively reach target customers [3]. Group 3: Financial Management and Risk Mitigation - The company reports that its major clients in India have a good payment performance with no significant default risks to date [3]. - Overseas revenue is primarily settled in USD, with RMB and other currencies used for regional business transactions. The company closely monitors exchange rate fluctuations and may engage in foreign exchange hedging to manage risks [3]. Group 4: Cost Management and Future Plans - According to the company's Q3 2025 report, sales, management, and financial expense ratios are all below industry averages, indicating effective cost management [4]. - The company plans to continue controlling the growth of expenses through proactive and effective cost management strategies [4].

证券代码：002209 证券简称：达意隆 广州达意隆包装机械股份有限公司 投资者关系活动记录表 编号：2025-007 投资者关系活动类别 ☑ 特定对象调研 □媒体采访 □新闻发布会 □现场参观 □分析师会议 业绩说明会 □路演活动 □其他(请文字说明其他活动内容) 活动参与人员 一、参与机构及人员 兴业证券 祁佳仪、中信建投证券 吴雨瑄、红土创新基金 郑 伟佳、星石投资 孔嘉祥、平安基金 张聪、招商证券 朱艺 晴、奇盛基金 李飞廉、光大永明资产 蒋冰 二、上市公司接待人员 副总经理、董事会秘书：王燕囡女士 时间 2025 年 11 月 26 日、2025 年 11 月 27 日 地点 公司会议室 形式 现场调研 交流内容及具体问答 记录 一、公司产品体系及经营情况介绍 二、互动交流 1、公司的境外销售主要是通过什么途径？ 答：对于国际市场，公司采用代理销售为主、直接销售为辅 的模式进行销售，在部分区域自主开发市场。 2、公司目前有没有代加工业务？ 答：公司具备为下游饮料、日化等行业内品牌企业提供代加 工的服务能力。2025年上半年，公司代加工收入约为5,791.58 万元，占公司营业收入的6.05%。 3、 ...