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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]
博盈特焊(301468) - 2025年4月29日投资者关系活动记录表
2025-04-29 09:48
Financial Performance - In 2024, the company's total revenue was ¥460,310,746.80, with a net profit attributable to shareholders of ¥69,420,729.62 [1] - Revenue and net profit decreased by 23.76% and 47.02% year-on-year, respectively, primarily due to complex international political and economic conditions, increased domestic economic pressure, and intensified competition in the domestic waste incineration power generation industry [2][3] Market Impact and Strategy - The company exports primarily to Asia and Europe, with limited revenue from the U.S., indicating that the U.S.-China trade war has a minimal impact on overall income and profit [1] - To mitigate risks from market fluctuations and policy adjustments in the waste incineration power generation sector, the company plans to enhance R&D efforts, expand product types, and develop new customer bases while maintaining existing ones [2][3] International Expansion - The construction and equipment procurement for the Vietnam factory are progressing as planned, with production expected to commence in 2025, which will enhance overseas production capacity and customer development [4] - The Vietnam factory is anticipated to serve as a demonstration base for overseas production, improving the company's ability to serve global clients [4] Future Growth Drivers - Future profit growth will be driven by continuous R&D around core welding technologies, expanding product applications, and entering new markets [5] - The company aims to extend its product range into industrial equipment manufacturing, high-end structural components, and other large-scale equipment manufacturing [5] Industry Outlook - The industrial anti-corrosion and wear-resistant market is expected to grow, driven by both incremental and existing project demands, with increasing competition in the sector [6][7] - The industry is crucial for energy conservation and the development of a circular economy, with significant potential for technological advancements and cost-effective solutions [6][7]