Core Insights - Nanchang Mining Machinery Group Co., Ltd. reported a net profit of 18.57 million yuan for Q1 2025, a 33.60% increase year-on-year, with a net profit excluding non-recurring gains of 18.30 million yuan, up 40.51% from the previous year [1] Group 1: Financial Performance - The company's Q1 2025 results reflect significant growth driven by its "Three Transformations and One Optimization" strategy, with notable increases in both revenue and profit from overseas markets [1][2] - In 2024, the after-market business revenue reached 192 million yuan, an increase of 0.06 million yuan from 2023, with overseas after-market revenue growing from 17.38 million yuan to 32.84 million yuan, a rise of 88.97% [2] - New orders in the overseas market amounted to 128 million yuan in 2024, a 16.31% increase year-on-year, while orders in the metal mining market grew by 21.43% to 238 million yuan [2] Group 2: Market Expansion and Strategy - The company has established branches in key global regions such as Zimbabwe, South Africa, and Australia, with plans to further expand its warehousing and logistics network [2] - The overall gross margin for overseas business remains between 35% and 45%, attributed to technological premiums, cost control, and localized operational strategies [3] - The mining machinery industry is experiencing accelerated domestic substitution and a deepening service-oriented transformation, with after-market services becoming a new growth engine [4] Group 3: Future Development and Competitive Advantage - The company aims to transition from equipment manufacturer to solution provider, focusing on the entire product lifecycle to create higher value for customers [4] - The customer structure is advantageous, with revenue from state-owned enterprises and large listed companies steadily increasing, ensuring order resilience [4] - Future plans include leveraging high-end casting capacity and technical service capabilities to expand into high-value-added businesses such as mining operation maintenance and spare parts supply, aiming for a steady increase in overseas revenue proportion [4]

证券代码：001360 证券简称：南矿集团 南昌矿机集团股份有限公司投资者关系活动记录表 5、结合当前行业趋势，贵司在智能化方面的转型是如何布局的？ 答：公司数字化转型在三个方面推进： 一是管理升级：引入国际领先的数字化技术优化内部流程，实现精细化成本管控； 编号：2025-002 | 投资者关系 | 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 | | --- | --- | | 活动类别 | 演活动 现场参观 □其他 | | 活动参与人 | 中信建投 赵宇达； 江西金控 刘晓靖；彬元资本 王东； | | | 广州灏达投资 资香莲； 上海观火投研咨询 吴阮隽； | | 员 | 国联证券 田伊依；财通证券 张豪杰；兴业证券 吴伟康 | | | 甬兴证券 凌展翔； 浙商证券 徐琛奇； | | | （上述排名不分先后） | | 时间 | 2025年4月28日 15:00-16:30 | | 地点 | 公司行政楼会议室 106 | | | 价值在线（https://www.ir-online.cn/）网络互动 | | 形式 | 线上+线下 | | | 1、董事长、总裁 李顺山 | | ...