建设工业集团（云南）股份有限公司 建设工业集团（云南）股份有限公司 投资者关系活动记录表 编号：2025-009 投资者关系 活动类别 ■ 特定对象调研 □ 分析师会议 □ 媒体采访 □ 业绩说明会 □ 新闻发布会 □ 路演活动 ■ 现场参观 □ 其他（投资者说明会） 参与单位名称 国泰海通 时间 2025 年 12 月 11 日（星期四） 地点 公司展厅、会议室 上市公司 接待人员姓名 董事会秘书：蒋伟 证券管理员：廖燕妮 投资者关系活动 主要内容介绍 1.请问公司生产经营的主要产品有哪些？ 尊敬的投资者，您好！公司目前有特品、汽车零部件、战略 性新兴产业三大产业板块。 （1）特品主要涵盖轻型武器装备，产品实现谱系、口径、 市场"三个全覆盖"，外贸产品出口全球数十个国家和地区，目 前公司正致力于武器装备机械化、信息化、智能化"三化"融合 发展，着力新域新质装备研发条件建设，助推武器装备现代化。 （2）汽车零部件产业涵盖汽车连杆、传动系统、转向系统、 制动系统等，公司主动适应汽车电动化、智能化、轻量化发展趋 势，新能源汽车零部件产业稳步发展，主要有转向器总成、驱动 电机轴、空心驱动半轴、增程式发动机连杆、制动 ...

Group 1: Strategic Business Development - The company is focusing on emerging industries such as titanium alloys and powder metallurgy, which currently have a small revenue share but are expected to grow over time [2][3]. - The company is actively developing products for civil firearms, anti-terrorism, training systems, and high-end titanium alloy products [2]. Group 2: Impact of Restructuring - The ongoing restructuring related to military equipment will not significantly impact the company's normal production and operations [3]. - The company will continue to monitor the restructuring process and fulfill information disclosure obligations as required by law [3]. Group 3: Automotive Sector Performance - In the first half of 2024, revenue from traditional automotive parts decreased by 10.04%, prompting the company to accelerate the transition to new energy vehicle components [3]. - The company aims to enhance the competitiveness of fuel vehicle products while significantly developing new energy vehicle parts [3]. Group 4: Military Orders and Production - The company reports that orders across all industrial sectors are normal, including military orders for 2025 [3]. - Production of robotic products, such as "machine wolves" and "machine dogs," is currently stable, with no exports reported yet [3]. Group 5: Revenue Composition - The company's main business focuses on special products, supported by automotive parts and strategic emerging industries, with revenue data available in company announcements [4].