证券日报网1月26日讯 ，科隆新材在接受调研者提问时表示，一方面，煤矿"大采高""超长工作面"的普 及和智能化建设，对井下设备的可靠性与耐久性提出了更高要求。公司的高端液压密封件、高压胶管是 保障大型智能综采设备（如"大采高"液压支架）稳定运行的关键消耗配件。另一方面，开采方式的大型 化变革，催生了对大吨位、高效能辅助运输装备的明确需求。公司凭借在超重型领域的领先优势，成功 研制并交付130吨级超重型支架搬运车，该产品能充分适配当前大采高、超长工作面的生产需求。不仅 如此，煤炭行业向绿色开采、清洁利用发展，例如"纯水液压支架"等新技术的应用，催生了对于新型密 封材料的定制化需求。公司依托深厚的橡塑材料研发能力，开发纯水介质密封产品，快速响应抢占市场 先机。同时，进一步提高客户粘性，积极推进煤矿综采后装维修市场的密封、胶管及特车配件的寄售及 特车租赁业务，已颇具成效。 （文章来源：证券日报） ...

Group 1: Investor Relations Activities - The company conducted a specific investor survey and an analyst meeting on May 9, 2025, attended by multiple securities firms and investment management companies [3][4]. Group 2: Technical Barriers and Core Technologies - The company has developed over 200 mature mixing rubber formulas, enabling customized development for high-end applications in military and coal industries [5][6]. - Key technologies include mixing rubber formula technology, flexible production line for sealing components, and manufacturing processes for high-pressure hoses [6]. Group 3: R&D Investment and Competitive Advantage - The company holds 18 effective patents, including 4 invention patents, and has 16 ongoing projects, 6 of which are related to military applications [7]. - Successful development of high-pressure hoses and sealing components for coal mining machinery has solidified the company's leading position in the market [7]. Group 4: Military Business Growth - In 2024, the military business saw a 30.88% increase in revenue, with 12 new clients added, driven by the company's technology transfer from civilian to military applications [8][9]. Group 5: Profitability and Market Trends - The company maintains a high gross margin due to the increasing sales proportion of high-value products, including hydraulic seals and hoses [10]. - The coal mining auxiliary transport equipment market is expected to grow at a rate of 10%-15%, with the company reporting a 15.62% revenue increase in this segment for 2024 [11]. Group 6: Future Revenue Sustainability - Despite the decline in coal demand due to renewable energy, the company anticipates sustained order growth due to the essential nature of its products in coal mining operations [12]. - The company has diversified its product offerings and services to ensure revenue growth in various segments [12]. Group 7: Financial Stability - The company reported a debt-to-asset ratio of 18.59% in 2024, below the industry average, indicating strong financial health and risk resilience [14].

Group 1: Company Overview - The company, Kelong New Materials, held its 2024 annual performance briefing on April 29, attended by key executives and investors [1] - Chairman Zou Weiwen highlighted the growth in coal production and sales in China, indicating strong investment intentions in coal mining [1] Group 2: Market Opportunities - The coal mining industry is evolving towards "high extraction" and "ultra-long working faces," increasing the demand for high-performance coal machinery [1] - The market for comprehensive mining equipment is projected to reach 179.8 billion yuan from 2023 to 2025, with the hydraulic hose market estimated at approximately 2.118 to 2.706 billion yuan in 2023 [1] - Demand for intelligent and efficient support transport vehicles in large coal mines is expected to grow at a rate of 10%-15% in the coming years [1] Group 3: Strategic Focus - Kelong New Materials aims to optimize product performance to meet the high-performance sealing and hose requirements of coal machinery [2] - The company plans to increase R&D investment in the military sector to support national defense modernization and enhance domestic production levels of advanced weaponry [2] - The company is committed to promoting energy-saving and environmentally friendly technologies, aligning with global green transformation trends [2]