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浩淼科技(831856) - 投资者关系活动记录表
2025-05-21 11:20
Group 1: Investor Relations Activity - The company held an earnings presentation on May 19, 2025, via the China Securities Roadshow Center [3] - Participants included the chairman, general manager, and other key executives [3] Group 2: Artificial Intelligence Applications - The company has integrated AI into products like unmanned fire-fighting robots and will expand its use in emergency rescue [4] - AI applications aim to enhance safety and efficiency in fire and emergency rescue operations [4] Group 3: National Projects and R&D - The company is involved in national projects, including a 31-meter six-legged fire-fighting robot and a large storage tank fire-fighting system [5] - The 31-meter robot is in the mid-stage prototype testing phase, while the storage system is in engineering design, expected to enter prototype testing in Q1 2026 [5] - National projects receive financial subsidies to support R&D [5] Group 4: Market Outlook and Industry Growth - The emergency rescue industry is projected to grow at an annual rate of 12%-15% over the next 3-5 years, potentially exceeding 3 trillion yuan by 2028 [10] - The overall performance of the industry is stable, with increasing demand for intelligent fire-fighting equipment [8][10] Group 5: Company Advantages and Future Growth - The company has strong production capabilities, occupying 307.29 acres with over 300 advanced production tools [11] - Future growth points include large-load drones, wheeled fire-fighting robots, and unmanned fire-fighting vehicles [11] - The company aims to enhance profitability through product upgrades and market expansion [11] Group 6: Financial Performance - The revenue from the fire-fighting drone in 2024 was 579.64 million yuan, with a high gross margin [16] - The revenue from the true fire simulation system was 13.20 million yuan, accounting for 2.42% of total revenue [13] Group 7: Accounts Receivable Management - 85.75% of accounts receivable are within one year, primarily from government and state-owned enterprises [17] - The company employs various measures to recover long-term receivables, including legal actions if necessary [18] Group 8: Subsidiary Operations - The company has several subsidiaries focusing on manufacturing and technology services related to emergency rescue and fire safety [19] - Efforts are underway to improve the profitability of subsidiaries through market expansion and product development [19] Group 9: Market Expansion and International Strategy - The company is exploring international markets, particularly in Southeast Asia and Africa, using Singapore as a strategic base [21] - The company aims to leverage its position to enhance overseas market presence while maintaining domestic advantages [21] Group 10: Value Management and Investor Relations - The company is committed to enhancing its market value through effective investor relations and compliance with regulatory guidelines [23] - Plans include hosting investor open days to improve communication and engagement with stakeholders [24]