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调研速递|怀集登云汽配接受投资者调研 聚焦气门产业战略规划
Xin Lang Cai Jing· 2025-09-19 11:18
Core Viewpoint - The company emphasizes its commitment to innovation and strategic partnerships in the automotive valve industry while focusing on sustainable growth and market share enhancement in its core business [1][2]. Group 1: Company Strategy - The company plans to strengthen collaborations with domestic and international engine manufacturers to form strategic partnerships and supply chain alliances [1]. - The company aims to expand product demand through differentiation strategies to avoid homogenized competition [1]. - The product strategy focuses on developing high-quality valves for high-efficiency, high-power, and high-technology diesel engines and new energy multi-medium fuel engines to secure market share in mid-to-high-end gasoline engine valves [1]. Group 2: Industry Focus - The company has decided to concentrate its resources on the traditional valve business, which has a long-standing technological foundation and industry resources, rather than expanding into the gold mining sector, which is currently small in scale [2]. - The focus on the valve business is intended to ensure the healthy and sustainable development of the listed company and enhance its core business competitive advantage [2].
登云股份(002715) - 002715登云股份投资者关系管理信息20250919
2025-09-19 10:08
Group 1: Company Strategy and Market Positioning - The company will focus on independent innovation and absorption of external technologies, concentrating on the research and production of engine valve products for automotive, engineering machinery, and marine applications [1] - Plans to strengthen cooperation with domestic and international downstream engine manufacturers, forming strategic partnerships and supply chain alliances [1] - The company aims to expand its brand influence and improve its nationwide market network while enhancing overseas sales capabilities [1] Group 2: Product Development and Market Strategy - The company will implement a differentiated product strategy to avoid homogeneous competition, focusing on high-quality valve products that meet mid-to-high-end market demands [2] - The product strategy includes developing high-efficiency, high-power, and high-technology content diesel engine valves and new energy multi-fuel engine valves to secure market share in mid-to-high-end gasoline engine valves [2] - The goal is to ensure sustainable growth in main business revenue and net profit, ultimately providing better returns to shareholders [2] Group 3: Business Focus and Resource Allocation - The company prioritizes its traditional valve business, leveraging years of technical accumulation and industry resources, while avoiding diversification into smaller-scale gold mining operations [2] - Focusing on core business allows for better health and sustainable development of the listed company, enhancing competitive advantages in its primary operations [2]