证券代码： 002337 证券简称：赛象科技 天津赛象科技股份有限公司投资者关系活动记录表 | 投资者关系活动 √ | 特定对象调研 □ 分析师会议 | | --- | --- | | 类别 □ | 媒体采访 业绩说明会 □ | | □ | 新闻发布会 路演活动 □ | | □ | 现场参观 | | □ | 其他 （请文字说明其他活动内容） | | 参与单位名称 | 东兴证券股份有限公司 任天辉 廉慧 高语泽 | | 时间 | 2025 年 11 月 20 日 (周四) 下午 14:00~15:30 | | 地点 | 公司会议室 | | 公司接待人员 | 董事会秘书王红军、财务总监运乃云、证券事务代表王佳 | | | 1、请介绍一下公司目前的经营情况及特点？ | | | 公司属于专用智能装备制造行业，主要面向轮胎制造领域和 | | | 汽车智能装备领域，为客户提供关键轮胎智能制造装备、工业互 | | | 联网服务平台、智能物流装备及解决方案。公司一直聚焦主业， | | | 深耕细分领域，活跃于产品市场。目前，公司经营状况良好，现 | | | 金流充足，外部市场订单及内部运营一切正常。 | | | 2、公司的主 ...

Core Viewpoint - The company is focusing on its core business of AGV intelligent logistics robots and plans to expand its market presence, particularly in emerging markets like Southeast Asia and India, while maintaining strong cost control and optimizing production processes [1][2]. Group 1: Business Operations - The company specializes in AGV intelligent logistics robots, offering customized R&D and production capabilities to meet diverse industry needs [1]. - The order situation remains stable, with business levels comparable to the previous year, and delivery times vary based on product customization, ranging from 2 months for small equipment to over 6 months for large machinery [2]. - The company employs a project-based and digital management approach to monitor and control product quality and costs throughout the sales and production processes [2]. Group 2: Financial Performance - The net profit growth in the semi-annual report is attributed to optimized sales structure, increased R&D investment, lean management practices, enhanced cost control, and effective handling of exchange rate fluctuations [2]. - The company has been recognized in the all-steel radial tire forming machine sector as a national manufacturing champion, collaborating with various well-known domestic and international tire manufacturers [2]. Group 3: Future Growth and Strategy - Future revenue growth is expected to come from deepening engagement in the tire equipment industry, enhancing R&D innovation, and introducing new technologies to meet customer demands [2]. - The company plans to leverage its brand influence and maintain its competitive edge by providing high-quality products and services, with potential for equipment offerings in other sectors through production chain modifications [2]. Group 4: Market and Investor Relations - The company is committed to enhancing performance through core business focus and effective investor relations management, including reasonable profit distribution policies [3]. - Stock buyback initiatives were undertaken in 2021, with plans for employee stock ownership programs in 2023 and 2025 [3].

海外业务方面，公司实现出口销售收入3.02亿元，同比激增274.28%，占营业收入比重高达87.67%，且 上半年出口规模已超2024年全年水平。通过主动开拓，公司成功进入海外多个新兴市场，全球化布局成 效显著，成长空间进一步拓宽。 国内市场同步深化，国内销售4242.49万元，占营收比重12.33%，全国化布局有效分散区域风险，经营 稳定性持续增强。技术层面，公司核心产品"全钢子午线轮胎成型机"入选"国家制造业单项冠军产品"， 其他重点产品连续第四次入选"天津市首台(套)重大技术装备"项目，2024年公司轮胎智能装备实验室获 评天津市重点实验室。2025年公司荣获"天津市猎豹企业"认定，叠加354项国内外有效专利、201项软件 著作权的储备，技术护城河持续拓宽，行业龙头地位进一步巩固。 战略聚焦+创新驱动，夯实长期根基 8月27日晚间，赛象科技（002337）发布2025年半年度报告。报告期内，公司在复杂经济环境中展现出 强劲的经营韧性，归属于上市公司股东的净利润达3945.65万元，同比增长24.02%，盈利质量显著提 升。尤为亮眼的是，全球化战略迎来里程碑式突破，海外市场销售收入同比激增274.28%， ...