9月2日，浙江金洲管道科技股份有限公司接待了中创数金、中衍投资、华福证券等3家机构的特定对象 调研。此次调研就公司战略规划、投资安排、行业获利方式等多个方面展开交流。 据公告显示，投资者活动关系类别为特定对象调研，时间为2025年9月2日10：00－12：00，地点位于浙 江省湖州市吴兴区八里店区府南路388号三楼会议室。参与单位及人员包括中创数金的李河明、钟伟 强、蒋生元、李振永；中衍投资的林小龙；华福证券的陈鸿。上市公司接待人员有副总经理兼财务总监 柴华良、董事会秘书薛俊以及证券事务代表叶莉。 在投资者关系活动主要内容中，机构关注到公司转型规划。公司虽财务健康状况良好，成立44年来积累 诸多优势，但面对焊接钢管行业从增量转存量、竞争加剧、主业增长乏力的现状，已组织团队规划第二 主业，待完善规划纲要并经董事会通过后将向投资者公告。 声明：市场有风险，投资需谨慎。 本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因 ...

Group 1: Company Strategy and Financial Health - The company has a solid financial health status, maintaining a good level of cash reserves, bank credit limits, and asset-liability ratios compared to the industry [2] - With 44 years of experience, the company has accumulated substantial customer resources, channel relationships, capital, cash reserves, and industry reputation, which are its foundational advantages [2] - As the welded steel pipe industry shifts from an incremental market to a stock market, competition intensifies, necessitating the company to cultivate a second main business to create a new growth curve [2][3] Group 2: Investment and Business Focus - The company will adopt a cautious approach towards large-scale expansion investments in the steel pipe industry, focusing instead on technology improvement investments [2][3] - Future operations will be driven by orders and market demand, emphasizing customized production based on customer contracts [3] - The company plans to prioritize technological upgrades to enhance technical capabilities and resource efficiency rather than pursuing large-scale expansion [3] Group 3: Industry Dynamics and Profitability - The profitability methods in the steel pipe industry have evolved due to market conditions, technological advancements, and competition, focusing on product structure optimization and high-end product ratios [4] - Companies are increasingly engaging in differentiated competition by customizing production to meet specific customer needs and establishing long-term strategic partnerships with suppliers to stabilize raw material supply and reduce costs [4] - The introduction of automated production lines and advanced manufacturing technologies has improved production efficiency and reduced unit product costs [4] Group 4: Cost Structure and Market Sensitivity - The main raw materials for steel pipe manufacturing include hot-rolled steel strips and zinc ingots, with raw material costs constituting a significant portion of sales prices [6] - The sensitivity of product prices to raw material costs is high, and the industry has a strong price discovery function, allowing for timely adjustments in product pricing based on raw material price changes [6] - The high transparency of raw material and finished product prices in the industry ensures that product price adjustments generally align with fluctuations in raw material costs, helping to maintain stable profit margins [6]