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博盈特焊(301468) - 2025年9月15日投资者关系活动记录表
2025-09-15 11:38
Group 1: Company Overview and Operations - The company specializes in anti-corrosion and wear-resistant technology applicable in various industries, including energy, chemical, metallurgy, and paper manufacturing [1][3] - As of June 30, 2025, the company has signed contracts worth approximately CNY 377 million that are yet to be fulfilled [4] Group 2: Revenue and Market Presence - As of June 30, 2025, the company's overseas revenue is approximately CNY 145 million, accounting for about 55% of total revenue [2] - The primary export markets include Asia, the United States, South America, and Europe [2] Group 3: Product Applications and Delivery - The company's products are mainly used in waste incineration power generation, with significant revenue contributions from coal-fired and biomass power generation [3] - The delivery cycle for customized equipment typically takes around 3 months, while products with installation obligations may take 6 to 12 months [5] Group 4: Future Growth Strategies - Future growth will focus on expanding overseas operations, particularly in the North American gas boiler market, and establishing manufacturing bases abroad [6] - The company is also investing in domestic production capabilities to enhance product diversity and core competitiveness [6] - Plans include broadening product applications in sectors such as coal power, oil and gas pipelines, and chemical industries [6]