根据该公司测算，在港口起重机械领域，市占率仍有较大提升空间，增量市场可进一步提升公司盈利水 平。在聚焦主业的同时，华伍股份也在积极利用技术同源优势，拓展新的应用领域。例如，石油开采设 备面临的恶劣工况对其制动系统的安全性、可靠性要求极高，这与公司的技术特长高度契合，成为公司 后续布局的领域之一。新业务的培育将为公司中长期发展储备新的动能，丰富产品品类，提升盈利能 力。 矿卡制动器成为新的增长点 2月27日，江西华伍制动器股份有限公司(以下简称"华伍股份（300095）")在接受调研时表示："矿卡制 动器业务是公司今后几年的重点发展业务，也将是公司利润增长的重要贡献方面，近期公司湿式制动器 产品的首个批量订单顺利取得，实现新春开门红。公司将全力以赴保质保量交付订单。" 近年来，该公司坚持聚焦主业、技术创新、市场拓展战略，传统业务稳健增长，矿卡制动器等新兴赛道 实现突破，为高质量发展注入强劲动能。 深耕工业制动器领域 华伍股份主要从事工业制动器及其控制系统的研发、制造和销售，产品广泛应用于各类起重机械、矿山 机械、风力发电等领域。公司创建至今，已有30多年的历史，始终专注于工业制动器领域的发展。该公 司从起重机械 ...

证券代码：300095 证券简称：华伍股份 江西华伍制动器股份有限公司投资者关系活动记录表 编号：2026-002 投资者 关系活 动类别 ☐ 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 宝盈基金、山西证券 时间 2026年2月25日 地点 江西省丰城市高新技术产业园区火炬大道26号 上市公 司接待 人员姓 名 副总经理、董事会秘书胡仁绸 投资者 关系活 动主要 内容介 绍 一、参观厂区 参观公司展厅、生产车间、实验车间和厂区，观看公司矿卡湿式 制动器产品装配、生产过程。 二、公司情况介绍 公司主要从事工业制动器及其控制系统的研发、制造和销售，产 品广泛应用于各类起重机械、矿山机械、风力发电等领域。公司创建 至今，已有30多年的历史，始终专注于工业制动器领域的发展。公司 从起重机械领域出发，不断拓展工业制动器产品运用领域，在港口机 械、风电发电、水利工程、海上重工等运用领域，先后走在行业前列。 2025年，公司主业持续向好，主营业务盈利能力进一步提升。然 而公司公布的2025年度业绩预告出现合并报表口径 ...

Group 1: Company Overview and Strategy - Jiangxi Huawu Brake Co., Ltd. focuses on the R&D, manufacturing, and sales of industrial brakes and control systems, with applications in various fields such as lifting machinery and wind power generation [1] - In 2025, the company reported a loss in consolidated financial statements due to underperformance of subsidiaries acquired in previous years, prompting a strategic shift to focus on core business [1] - The company plans to optimize market strategies and enhance sales revenue in traditional sectors while seizing new market opportunities in mining trucks and wind energy [1] Group 2: Market Insights and Opportunities - The global mining truck market is expected to see rapid growth from 2026 onwards, driven by increased mining development and the lifecycle of mining trucks [2] - Domestic brands are gaining market share in the mining truck sector, with companies like SANY and XCMG emerging as competitors to established foreign brands [2] - Huawu has a competitive advantage in the mining brake market due to its extensive experience and the limited number of domestic competitors [2] Group 3: Business Development and Future Plans - The mining brake business is anticipated to become a new profit growth point for the company in 2026 and beyond, as it has entered the supply chain of leading domestic mining truck manufacturers [3] - The company plans to establish after-market service centers in overseas mining regions as its mining truck business scales up [3] - The traditional crane market remains stable, contributing significantly to the company's revenue, with growth driven by product upgrades and overseas market expansion [3] Group 4: Financial Status and Funding - The company currently has a relatively strong financial position and does not have plans for refinancing as its fundraising projects are still under construction [4]

Core Viewpoint - The company, Huawu Co., Ltd. (300095), emphasizes its commitment to the research, manufacturing, and sales of industrial brakes and control systems, which are widely used in heavy equipment sectors such as port machinery, wind energy, rail transportation, and mining metallurgy [1] Group 1: Business Focus - The company's main business is centered on industrial brakes and control systems, responding to the trends of large-scale and intelligent mining equipment, as well as the domestic substitution of key components [1] - The layout of the mining truck brake project is based on the company's decades of technological accumulation and market insight in the industrial brake field [1] Group 2: Strategic Direction - The company plans to continue focusing on its core business strategy, enhancing its core technological advantages in the industrial brake sector [1] - There is an intention to actively explore emerging markets that align with the main business, aiming to continuously improve the company's core competitiveness and profitability [1]