Group 1: Company Overview - Hunan Chongde Technology Co., Ltd. was established in 2003 and achieved a revenue of 5.23 billion CNY in 2023, representing a growth of 11.34% [1] - In Q1 2024, the company reported a revenue of 1.15 billion CNY, a year-on-year increase of 26.20% [1] - The net profit attributable to shareholders for 2023 was 1.01 billion CNY, with a slight increase of 0.11% [1] Group 2: Product Segmentation - In 2023, the revenue from the industrial drive sector was 3.09 billion CNY, accounting for 59.12% of total revenue [2] - The energy generation sector contributed 1.45 billion CNY, representing 27.79% of total revenue [2] - The petrochemical sector generated 0.38 billion CNY, making up 7.25% of total revenue [2] - Revenue from the marine sector was 0.16 billion CNY, accounting for 3.14% [2] - Other business revenues totaled 0.14 billion CNY, representing 2.70% [2] Group 3: Product Applications - The company's oil film sliding bearings are widely used in nuclear power plants, including main pumps and emergency diesel generators, with bearing sizes ranging from 80mm to 1,200mm and a maximum load capacity of 200 tons [2] - High-speed permanent magnet motors are applicable in various fields such as vacuum pumps, aerospace drives, and new energy vehicles, with plans to expand into more application areas [2] Group 4: International Business and Market Strategy - The company has maintained rapid growth in international business, focusing on consolidating existing customer relationships while expanding into new markets in 2024 [2] - The impact of raw material price fluctuations on the company's gross and net profit margins is limited, as value addition is primarily achieved through design and manufacturing processes [2]
崇德科技(301548) - 2024年6月26日投资者关系活动记录表