多样化需求。 真空泵业务板块受前期光伏行业周期波动影响，相关产品销售下降较多， 整体毛利率下降，2025 年半年度该业务板块营业收入 202,712,094.36 元，毛利 率 39.37%。后续，公司将继续以市场需求为导向，加大研发投入，强化技术创 新与工艺升级，积极拓展新兴应用领域，将真空泵业务板块做大、做强。 证券代码：300441 证券简称：鲍斯股份 宁波鲍斯能源装备股份有限公司投资者关系活动记录表 编号：20250828 |  投资者关系 | 特定对象调研 | |  分析师会议 |  | 媒体采访 | | --- | --- | --- | --- | --- | --- | |  活动类别 | 业绩说明会 | |  新闻发布会 |  | 路演活动 | |  | 现场参观 | | 其他（电话） | | | | 参会单位名称 | 西南证券：周鑫雨；睿亿投资：吕乐艺 | | | | | | 时间 | 年 月 日 08 | 2025 28 | 10:00-11:20 | | | | 地点 | | 公司 | | | | | 上市公司接待人员 | 董事会秘书徐斌 | | | | | | | 调 ...

Sales Model - The company primarily adopts a direct sales model, supplemented by distribution for different products [1] - Compressors and hydraulic pumps are mainly sold directly to end-users, while complete compressor units are primarily sold through distributors [1] Regional Revenue Distribution - In 2024, the company's revenue from the East China region was 14.23 billion, accounting for 61.29% of total revenue [1] - Production bases in Chongqing and Jiangxi are under construction to enhance manufacturing capacity and expand into the central and western regions [1] Product Applications - Hydraulic pumps are used in various industries, including injection molding machines, die-casting machines, shoe-making machines, and packaging machines [2] - The vacuum pump product line includes screw, rotary vane, and scroll vacuum pumps, catering to diverse needs in industries such as photovoltaics, home appliances, chemicals, and food [2]

Group 1: Company Performance - In 2024, the company's overseas revenue was 9,886.54 million yuan, accounting for 4.26% of total revenue, an increase of 18.78% year-on-year [1] - In Q1 2025, the company achieved a revenue of 34,110.93 million yuan, a decrease of 39.64% year-on-year [1] - The net profit attributable to shareholders in Q1 2025 was 4,658.06 million yuan, down 24.33% year-on-year [1] - Excluding the impact of the non-consolidation of Arno Precision, the revenue decreased by approximately 6.53%, while net profit increased by about 1.20% [1] Group 2: Business Segment Performance - Compressor business revenue was 22,070.96 million yuan, up 2.66% year-on-year, indicating steady growth [1] - Vacuum pump business revenue was 6,114.66 million yuan, down 31.34% year-on-year, affected by fluctuations in the photovoltaic industry [1] - Hydraulic pump business revenue was 5,724.69 million yuan, down 1.70% year-on-year, showing a relatively stable trend [1] Group 3: Product Applications and Strategies - The company is a leading manufacturer of screw compressors, with products widely used in various industries including light industry, mining, electronics, and pharmaceuticals [2] - The vacuum pump segment has made significant technological advancements, offering a diverse product line to meet the needs of industries such as photovoltaics and food [3] - The hydraulic pump segment, managed by Wicks Hydraulic, focuses on energy-saving systems and has been recognized as a "little giant" enterprise by the Ministry of Industry and Information Technology [4]