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中密控股(300470) - 2025年7月28日投资者关系活动记录表
2025-07-28 12:06
Group 1: Company Involvement in Projects - The company has products applied in major hydropower projects, such as the Baihetan and Wudongde hydropower stations [2][3] - The company is actively monitoring the Yarlung Tsangpo River downstream hydropower project, which has uncertain demand and order volume for the company’s products [3] Group 2: Market Trends and Product Demand - The frequency of seal replacements has not significantly decreased despite economic pressures; however, some clients have shown a slight increase in repair over replacement [3][4] - The value of sealing products is low in the total investment of projects, but timely replacement is crucial for the stable operation of equipment [3] Group 3: Quality and Lifespan of Sealing Products - As the petrochemical industry advances, the quality requirements for sealing products are increasing due to longer maintenance cycles [4] - The average lifespan of sealing products is gradually increasing, but this will have a slow impact on the replacement cycle in the existing market [5]