证券代码：000920 证券简称：沃顿科技 沃顿科技股份有限公司投资者关系活动记录表 编号：202512 该均价变化主要源于产品结构优化。公司销售了更多高附加值的工业 膜产品，此类产品单价较高，从而拉高了计算出的平均单价。 6、2023 年膜元件销售支数为何出现较大幅度减少？ 主要原因是产品结构变化，工业膜占比提升。 7、公司销售市场的主要区域分布如何？国内外销售比例是多少？ 国内市场方面，业务重点集中于水资源相对紧缺及重工业集中区域， 如华北、华中、长三角、珠三角等地区。从全球市场看，出口业务占 比约 30%，国内销售占比约 70%。 8、海外销售具体集中于哪些地区？美国关税政策变化对公司是否有 显著影响？ 公司海外市场主要分布于亚洲、东南亚、中东、北非、中欧、东欧、 南美等地区。由于对美国市场依赖度低，中美贸易环境变化对公司影 响较小。 9、产品价格长期呈现下降趋势，未来是否存在提价可能性？ | 投资者关 | 特定对象调研 ☑ | □分析师会议 | | --- | --- | --- | | 系活动类 | □媒体采访 | □业绩说明会 | | 别 | □新闻发布会 | □路演活动 | | | □现场参观 ...

Group 1: Financial Performance - The company's Q4 revenue significantly increased compared to Q3, primarily due to the recognition of revenue from membrane separation engineering projects concentrated in Q4 [1] Group 2: Production and Operations - The company has its headquarters and production base in Guiyang, with a marketing center in Beijing responsible for overseas markets and northern region distributor management [1] - The company has reserved expansion space in its existing production base and is capable of quickly initiating new production line construction based on market demand [6] Group 3: Product Applications - The company's membrane products are widely used in various industries, including food and beverage, medical pharmaceuticals, municipal water treatment, industrial high-purity water, boiler make-up water, seawater desalination, ultra-pure water for electronics, wastewater treatment and reuse, high-salinity wastewater zero discharge, material concentration and purification, and new energy [2] - The company has achieved significant technological advantages in the industrial high-purity water preparation and material concentration and purification sectors, with its products being at the domestic leading and internationally advanced levels [3] - In the semiconductor ultra-pure water sector, the company is in the early stages of domestic material substitution and is actively collaborating with application enterprises to accelerate the localization process [4] Group 4: Supply Chain and Raw Materials - The company is actively promoting the localization of raw materials and implementing a diversified procurement strategy, maintaining normal cooperation with existing imported material suppliers and establishing a complete emergency plan to ensure supply chain security [5] Group 5: Trade Policies - The company continuously monitors changes in international trade policies and actively implements national trade policies, with the impact of tariff countermeasures depending on various factors, such as duration [7]