编号：2026-001 | 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 ☑ 电话会议 | | | □其他 （请文字说明其他活动内容） | | 参与单位名称及人员姓名 | 中金机械 鲁烁、海富通 陈华鑫 | | 会议时间 | 2026 年 3 月 3 日 10:00 | | 会议地点 | 线上通讯 | | 上市公司接待人员姓名 | 董事会秘书：金丹君 | | | 证券事务代表：林盈池 | | | 1、请问公司核心业务和产品矩阵是什么？ | | | 答：公司聚焦"动力+冷热"全流体板块布局，形成活 | | | 塞机、螺杆机、离心机、暖通空调四大核心产品矩阵， | | | 重点发展磁悬浮系列产品（磁悬浮鼓风机、磁悬浮压 | | | 缩机、磁悬浮真空泵、磁悬浮冷水机组等），覆盖工业、 | | 投资者关系活动主要内容 | 商业、民用等多个领域应用。 | | 介绍 | 2、2026 年公司整体战略规划是什么？ | | | 答：2026 年，公司将持续以 "磁悬浮 +" 技术平台 | | ...

Group 1: Company Overview and Product Advantages - The company has established a specialized R&D team, with 171 personnel as of December 2024, and has developed a comprehensive technology system for magnetic suspension products [2] - As of December 2024, the company holds 330 domestic and international patents, including 57 invention patents, covering core technologies such as magnetic suspension bearings and high-speed permanent magnet motors [2] Group 2: Revenue and Market Segmentation - The HVAC equipment revenue reached 255.74 million CNY in 2024, accounting for 27.58% of total revenue, with a target to increase its share to 33.04% [3] - The HVAC product line includes three major platforms: centrifugal, screw, and scroll machines, comprising eight series of products [3] Group 3: Strategic Planning and Market Expansion - In 2025, the company plans to enhance R&D investment and technical innovation to improve core competitiveness and expand domestic and international market share [4] - The company is focused on global market dynamics and will evaluate international opportunities based on industry trends and resource allocation [5] Group 4: Mergers and Acquisitions - The company maintains a cautious yet open approach towards capital operations, closely monitoring industry trends and policy directions for potential mergers and acquisitions [6][7] Group 5: Energy Efficiency and Market Demand - The company’s screw air compressor products are expected to meet increasing domestic demand, with significant market potential due to the ongoing industrial upgrade in China [9] - The company’s screw machines are recognized for their energy-saving capabilities, achieving over 30% energy savings compared to traditional models [9][10]