压力全自动产品
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康斯特:公司现在主推高端产品,并且推出自动化、智能化功能较多且相对方便的产品
Zheng Quan Ri Bao Wang· 2025-09-01 10:46
证券日报网讯康斯特(300445)9月1日发布公告,在公司回答调研者提问时表示,压力全自动产品比传 统的手动泵和表的解决方案要更好,因此公司现在主推高端产品,并且推出自动化、智能化功能较多且 相对方便的产品。 ...
康斯特(300445) - 北京康斯特仪表科技股份有限公司2025年08月29日投资者关系活动记录表
2025-09-01 00:13
Group 1: Market Demand and Business Strategy - Domestic downstream capital expenditure is under pressure, but there are structural opportunities in certain high-end sectors [1] - The company is focusing on high-end product replacement and expanding non-US international business [1] - The company avoids price wars and maintains a high-end strategy to differentiate through product performance and technology [3] Group 2: Product and Export Performance - High-margin products include fully automatic pressure products, which outperform traditional manual solutions [4] - The company has shifted non-US international business to a Singapore operation center due to US tariff impacts, with the US market accounting for approximately 54% of international business [6] - The company aims for a revenue target of 650 million yuan for 2025, with profit gradually recovering despite pressures from rising labor costs and low-margin products [9] Group 3: Market Share and Competition - The company is focused on quality growth rather than price competition, aiming to increase market share through regional and industry management [7][8] - The company is exploring mergers and acquisitions in the instrument and related fields, although current valuations are a challenge [10] Group 4: Sensor Production and Development - The company currently produces about 10,000 high-end sensors annually, with plans to increase self-sufficiency in the future [11] - The company is working on domestic chip production, targeting full supply chain localization within 3 to 5 years [14] - The pressure transmitter product is in the sample stage, targeting high-end process industries, with a launch expected by the end of 2026 [14]