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物产金轮(002722) - 002722物产金轮投资者关系管理信息20251128
2025-11-28 07:34
答复:不同行业存在各自的业务特征,不锈钢装饰板业务高 低附加值产品利润率差异较为明显,综合下来毛利率低于纺织梳 理器材业务。单体分析的话,不锈钢装饰板业务多年来一直保持 较大的盈利规模,是公司业务最重要的基石之一。后续公司将通 过大力开发新产品、加大重点客户开发等方式,努力获取更多高 端产品订单,提升不锈钢装饰板的整体毛利率。 物产中大金轮蓝海股份有限公司投资者关系活动记录表 编号:20251128 3、公司新建特种钢丝的募投项目达产后,未来能带来多少新 的产能?目前募投项目建设情况如何? 答复:募投项目达产后预计有 2 万吨左右的产能,该项目已 完成基建部分建设,下阶段将逐步进入设备安装调试阶段,项目 建成投产后将有效缓解公司特种钢丝产能不足问题。 1 | | 特定对象调研 分析师会议 | | --- | --- | | 投资者关系 | □媒体采访 业绩说明会 | | 活动类别 | 新闻发布会 路演活动 | | | 现场参观 其他(腾讯会议) 中财招商投资:陈哲文、林亚琴、汪志宇 | | | 广东臻远私募:江奇 | | 参与单位名 | 东北证券:周颖、张佳敏、武硕、吉莉莉 | | 称及人员姓 ...
物产金轮(002722) - 002722物产金轮投资者关系管理信息20251107
2025-11-07 07:14
Business Overview - The textile carding equipment is a key business for the company, maintaining a leading position in the domestic market and planning to expand overseas, where current overseas revenue is relatively low [2][3] - The company has intensified its efforts in the home appliance sector for stainless steel decorative panels, collaborating with well-known brands to develop high-end products [3][4] Special Steel Wire Products - Special steel wire has diverse applications, including springs, rivets, fishhooks, automotive parts, and textile equipment. The external supply of steel wire has surpassed internal needs, leading to a saturated order volume and insufficient production capacity [3][4] - A high-end special steel wire project is underway, with construction completed and equipment installation in progress, aimed at alleviating capacity constraints [3][4] Equipment Manufacturing - The equipment manufacturing business focuses on metal wire rod rolling equipment, with a strong growth trend and the ability to replace imports. The demand for flat wire processing equipment is increasing due to advancements in electric vehicle motors and ultra-high voltage transformers [4][5] Market and Shareholder Management - The company aims for high-quality development to enhance operational performance and market value, while also improving investor relations and information disclosure [4][5] - The company has initiated its first share buyback in line with provincial government guidelines and is considering the feasibility of using repurchased shares for equity incentives [5] - The original controlling shareholder's reduction of holdings is ongoing, which may impact stock prices, but the company believes its long-term investment value will be recognized as it continues to develop healthily [5]