登录新浪财经APP 搜索【信披】查看更多考评等级 2025年10月15日，深圳市瑞凌实业集团股份有限公司在公司会议室接待了来自准星资本、首创证券、共 同基金等5家机构及个人投资者的调研。公司董事会秘书孔亮先生、证券事务代表熊小菊女士参与接 待。此次投资者关系活动类别为特定对象调研。 参与调研的机构及人员包括准星资本的赵云峰、首创证券的邓继伟、共同基金的杜小红，以及个人投资 者刘程刚、孙凯。调研主要目的是了解行业状况、公司产品、技术、经营情况及发展规划等。 行业竞争格局与公司优势 全球焊接与切割设备制造商主要集中于欧、美、日等发达国家和地区，占据超半数市场份额，林肯、米 勒和伊萨为全球最大三家制造商，其优势在高端产品。而以瑞凌股份为代表的国内优秀企业技术水平不 断提高，部分技术国际领先，产品具国际竞争力，正逐步替代部分国外同类产品。 国内焊接行业企业众多但产业集中度低，多数企业开发能力弱。瑞凌股份凭借多年经营，在逆变焊接技 术和行业经验上积累深厚，产品竞争力强，在国内处于优势地位。 公司优势显著，一是自主创新优势，董事长邱光先生1987年发明国内首台逆变场效应管手工电弧焊机， 带领研发部门取得众多创新成果，在新 ...

步被市场淘汰，市场集中度将会逐步提高。 经过多年的经营发展，公司已具有深厚的逆变焊接相关技术积累及丰富的行 业经营经验，产品市场竞争力强。目前，公司在国内焊接设备行业中处于优势地 位。未来，公司将不断开发具有自主知识产权的新技术、新产品，为公司和行业 发展注入新动力。 证券代码：300154 证券简称：瑞凌股份 深圳市瑞凌实业集团股份有限公司 投资者关系活动记录表 编号：2025-1015 | | | | | | □分析师会议 | | | ■特定对象调研 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 投 | 资 | 者 | | | □业绩说明会 | 关 | □媒体采访 | | | | | | | 系 | 活 | 动 | | | □路演活动 | 类 | □新闻发布会 | | | | | | | 别 | | | | | | | □现场参观 | | | | | | | | | | | （请文字说明其他活动内容） | | | | | | □其他 | | | | 参 | 与 | 单 ...

Financial Performance - The company achieved a revenue of 101,483.72 million yuan in 2024, a decrease of 11.73% year-on-year [4] - The net profit attributable to shareholders was 15,030.49 million yuan, an increase of 49.48% year-on-year [4] - The total profit amounted to 18,707.79 million yuan, up 59.45% compared to the previous year [4] - The gross profit margin was 20.78%, a decrease of 7.23% year-on-year, while the net profit margin increased by 85.05% to 14.59% [3] Accounts Receivable Management - The company improved its accounts receivable management system and credit limit issuance rules to enhance cash flow efficiency [3] - Monthly monitoring and collection efforts are in place for overdue accounts, with legal action considered when necessary [3] Market Strategy and Product Development - The company aims to become an international first-class comprehensive welding enterprise group, focusing on technology, management, and cultural innovation [5] - Continuous product innovation is emphasized, with over 200 national patents and a commitment to developing new technologies and products [6] - The company is expanding its product line to include laser welding and other series to meet diverse market demands [6] Environmental Responsibility - The company is committed to environmental protection and resource conservation, implementing measures to reduce waste and promote recycling [8] - Efforts are made to improve production processes to minimize energy consumption and pollution emissions [8] Competitive Advantages - The company has established strong core competencies in the welding equipment sector, including advantages in independent innovation, brand recognition, and quality [7] - The products are known for their high reliability, low failure rates, and competitive pricing, contributing to a strong market position [7] Future Outlook - The company plans to enhance its market share and operational efficiency while exploring sustainable development opportunities [14] - The management is optimistic about the industry's future, focusing on innovation and adapting to market trends [15]