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坤博精工(873570) - 投资者关系活动记录表
2025-05-19 12:05
Group 1: Investor Relations Activity Overview - The company held an earnings briefing on May 16, 2025, via the "Investor Relations Interactive Platform" [3] - Participants included the chairman, financial officer, board secretary, and sponsor representative [3] Group 2: Key Performance Metrics - In 2024, the company achieved overseas revenue of 23.03 million yuan, accounting for approximately 18% of total revenue, showing growth from the previous year [5] - The new factory, equipped with advanced production equipment and automated production lines, is expected to enhance production efficiency and product quality [10] Group 3: Production Capacity and Efficiency - The company plans to evaluate existing orders and market expectations to maximize production capacity utilization in 2025 [5] - The new factory is part of a strategic expansion to improve production capabilities and support future growth [10] Group 4: Research and Development Focus - In 2024, the company had 20 R&D projects covering various fields, including offshore equipment, wind power, photovoltaic/silicon growth furnaces, and semiconductor processing equipment [8] - The company aims to enhance its R&D in high-power wind turbine components and expand its product offerings in semiconductor and nuclear power sectors [7] Group 5: Market Strategy and Future Outlook - The company is actively exploring overseas markets while strengthening its domestic presence to identify new growth opportunities [5] - In response to market fluctuations and policy changes, the company plans to adjust its strategic planning and product offerings accordingly [5] Group 6: Cost Management and Procurement - The company maintains control over raw material procurement costs, utilizing strategies such as centralized purchasing and just-in-time procurement to mitigate price volatility [11]