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调研速递|广东博盈特焊接受中国银河证券等25家机构调研 透露多项业务要点
Xin Lang Cai Jing· 2025-09-02 10:10
Group 1 - The company hosted a specific object research and on-site visit with 25 institutions, including major securities firms [1][2] - The research activity took place on September 2, 2025, from 11:00 to 12:00 at the company's location [2] Group 2 - The garbage incineration power generation industry is facing a slowdown in new domestic projects due to a complex economic environment, but there are opportunities in overseas markets [3] - The company's products and technologies can be applied in various fields, including marine equipment, biomass power generation, energy, chemicals, metallurgy, and papermaking [3] - As of June 30, 2025, overseas revenue accounted for approximately 55% of the company's total revenue, with strong bargaining power due to technical strength and cost advantages [3] - The company has three production bases, with plans for flexible capacity adjustments based on domestic and overseas orders [3] - The company has set performance assessment targets for its 2025-2027 restricted stock incentive plan, aiming for a revenue growth rate of no less than 10% in 2025, 40% in 2026, and 80% in 2027 based on 2024 revenue [3] - The impact of U.S. tariffs on the company is minimal, as orders from the U.S. market are small, and future orders will mainly be produced in Vietnam, where tariffs are lower [3] - The U.S. gas boiler market is expected to experience structural growth due to increased electricity demand from AI developments, leading to a significant rise in gas boiler demand [3]