（文章来源：证券日报） 证券日报网2月6日讯 ，海安集团在接受调研者提问时表示，矿用轮胎运营管理业务客户粘性强，能解 决客户很多"痛点"。尽管在新承接项目时，由于矿种、地质条件及运营环境的独特性，基于历史经验的 初始报价可能导致项目毛利率偏低，但随着公司对轮胎作业环境的逐渐熟悉，轮胎产品有机会得到持续 迭代优化，可以有效降低轮胎的消耗，进而提高项目毛利率。矿用轮胎运营管理业务与直销业务相辅相 成，相互促进，构成公司业务良性发展的独特动力与护城河。 ...

Group 1 - The core viewpoint of the article highlights Haian Rubber's strong market position in Russia, with a solid order reserve and ongoing customer expansion [2] - The company has signed long-term sales contracts for all-steel giant tires amounting to approximately 337 million yuan, covering 17 newly developed customers, and is in discussions for additional projects with an estimated total order value of about 239 million yuan [2] - The total order amount from these contracts exceeds 576 million yuan, indicating a robust order reserve in the Russian market [2] Group 2 - Haian Rubber is accelerating its global expansion, successfully developing over 30 overseas customers in more than 15 countries, including Australia, Indonesia, and Chile, with potential for increased procurement after product trials [3] - The company is also exploring new customer development in countries like Peru, the Democratic Republic of the Congo, and Kazakhstan since 2025 [3] - Participation in domestic and international mining projects from companies like Zijin Mining and Jiangxi Copper Group is expected to benefit from demand growth due to downstream expansion and mergers [3] Group 3 - The company is implementing a localization strategy by investing in a factory for all-steel giant tires in Russia, aiming to enhance market share and supply chain resilience [4] - This strategy marks a shift from "product export" to "localization of production," allowing for quicker response times and deeper customer relationships [4] Group 4 - Haian Rubber utilizes cross-border trade in RMB for settlements in the Russian market, ensuring stable and smooth transaction paths without relying on the SWIFT system [5] - The company's operational management in mining tire business is unique in the industry, with initial low gross margins expected to improve as familiarity with operational environments increases [5] - This business model complements direct sales, creating a distinctive competitive advantage for the company [5]

Core Viewpoint - The company plans to enhance its development in international markets through a "3+2" strategy, focusing on three major target markets and two sales strategies [1] Group 1: Target Markets - The three major target markets include traditional markets in Europe and the United States for mining tires, emerging markets such as BRICS countries, Southeast Asia, and Africa, as well as the Chinese overseas market linked to state-owned enterprises' investments in mining projects [1] Group 2: Sales Strategies - The company aims to optimize its product structure and promote brand internationalization to continuously provide value-added services to customers and enhance product recognition [1]