（文章来源：证券日报） 证券日报网12月11日讯建设工业在回答调研者提问时表示，公司目前有特品、汽车零部件、战略性新兴 产业三大产业板块。特品主要涵盖轻型武器装备，产品实现谱系、口径、市场"三个全覆盖"，外贸产品 出口全球数十个国家和地区，目前公司正致力于武器装备机械化、信息化、智能化"三化"融合发展，着 力新域新质装备研发条件建设，助推武器装备现代化。汽车零部件产业涵盖汽车连杆、传动系统、转向 系统、制动系统等，公司主动适应汽车电动化、智能化、轻量化发展趋势，新能源汽车零部件产业稳步 发展，主要有转向器总成、驱动电机轴、空心驱动半轴、增程式发动机连杆、制动踏板总成等，与国内 一流汽车主机厂、国外汽车零部件供应商建立长期合作关系，汽车连杆产品市场占有率处于领先地位。 战略性新兴产业主要涵盖民用枪、反恐防暴、训练系统、光电信息融合装备、高端钛合金制品、高强度 粉末冶金制品等，提供绿色镀膜涂层解决方案及服务，聚焦新型特种装备、新能源汽车、新材料、光电 信息等领域，进一步加快战略性新兴产业的培育步伐。 ...

建设工业集团（云南）股份有限公司 建设工业集团（云南）股份有限公司 投资者关系活动记录表 编号：2025-009 投资者关系 活动类别 ■ 特定对象调研 □ 分析师会议 □ 媒体采访 □ 业绩说明会 □ 新闻发布会 □ 路演活动 ■ 现场参观 □ 其他（投资者说明会） 参与单位名称 国泰海通 时间 2025 年 12 月 11 日（星期四） 地点 公司展厅、会议室 上市公司 接待人员姓名 董事会秘书：蒋伟 证券管理员：廖燕妮 投资者关系活动 主要内容介绍 1.请问公司生产经营的主要产品有哪些？ 尊敬的投资者，您好！公司目前有特品、汽车零部件、战略 性新兴产业三大产业板块。 （1）特品主要涵盖轻型武器装备，产品实现谱系、口径、 市场"三个全覆盖"，外贸产品出口全球数十个国家和地区，目 前公司正致力于武器装备机械化、信息化、智能化"三化"融合 发展，着力新域新质装备研发条件建设，助推武器装备现代化。 （2）汽车零部件产业涵盖汽车连杆、传动系统、转向系统、 制动系统等，公司主动适应汽车电动化、智能化、轻量化发展趋 势，新能源汽车零部件产业稳步发展，主要有转向器总成、驱动 电机轴、空心驱动半轴、增程式发动机连杆、制动 ...

Group 1: Company Overview - The company operates in three main sectors: special products, automotive parts, and strategic emerging industries [2][3] - Special products include lightweight weaponry, with exports to dozens of countries, focusing on modernization through mechanization, informatization, and intelligence [2] - The automotive parts sector includes components like connecting rods and braking systems, adapting to trends in electrification and lightweighting, with a leading market share in connecting rods [2] Group 2: Market Management and Investor Relations - The company emphasizes the importance of market value management, focusing on operational management, strategic planning, and enhancing communication with market participants [3] - There is currently no equity incentive plan, but any future plans will comply with legal disclosure requirements [3] Group 3: Research and Development - In the first half of 2025, the company invested ¥118,603,321.52 in R&D, representing a year-on-year increase of 16.44% [3] Group 4: Financial Management - As of Q3 2025, accounts receivable amounted to ¥1,670,123,877.30, an increase of 24.49% from the beginning of the year, with measures in place for monitoring and collection [3] - The company has made adequate provisions for potential impairment losses in accordance with accounting standards [3] Group 5: Shareholder Information - As of November 10, 2025, the number of shareholders is 90,600 [4]

Group 1 - The company has diversified its industrial layout into three main sectors: specialty products, automotive parts, and strategic emerging industries, with a focus on light weaponry, automotive components, and new special equipment [1] - The automotive parts sector is adapting to trends in electrification, with steady development in new energy vehicle components and leading market share in automotive connecting rods [1][4] - The strategic emerging industries are centered around new special equipment, providing green coating solutions and services [1] Group 2 - For the first half of 2025, the company reported a revenue of 151,729.77 million yuan, a decrease of 22.40% year-on-year, and a net profit attributable to shareholders of 4,886.58 million yuan, down 44.9% year-on-year, primarily due to the impact of contract signing cycles [2] - As of June 30, 2025, the company has utilized 864,473,834.57 yuan of raised funds, with an unutilized balance of 150,040,046.67 yuan, including interest income and fees [3] - The company is accelerating the research and industrialization of new energy vehicle components and is focusing on key areas of the industry chain in its strategic emerging industries [4] Group 3 - The company is under continuous observation regarding the restructuring of its controlling shareholder, with announcements made on February 10 and June 5, 2025, and will fulfill its information disclosure obligations [5]

Group 1: Company Overview - The company operates in three main sectors: special products, automotive parts, and strategic emerging industries [2][3] - Special products include light weaponry, with global exports to dozens of countries, focusing on mechanization, informatization, and intelligence [3] - The automotive parts sector includes components like connecting rods and braking systems, adapting to trends in electrification and lightweighting, with a leading market share in connecting rods [3][4] Group 2: Financial Performance - As of June 30, 2025, the company reported revenue of CNY 151,729.77 million, a decrease of 22.40% year-on-year [3] - The net profit attributable to shareholders was CNY 4,886.58 million, down 44.9% compared to the previous year, primarily due to contract signing cycles [3] Group 3: Fund Utilization - By June 30, 2025, the company had utilized CNY 864,473,834.57 of raised funds, with an unutilized balance of CNY 150,040,046.67 [3] - The company has authorized the chairman to manage the remaining funds, ensuring liquidity for operational needs [3] Group 4: Strategic Initiatives - The company is accelerating its transition to the new energy vehicle sector, focusing on the development of components like steering assemblies and drive motor shafts [4] - In strategic emerging industries, the company is enhancing capabilities in areas such as civilian firearms, anti-terrorism equipment, and advanced materials [4] Group 5: Shareholder Restructuring - The company disclosed updates on the restructuring of its controlling shareholder on February 10, 2025, and further updates on June 5, 2025 [4]