南矿集团(001360) - 2024年7月12日投资者关系活动记录表

Group 1: Company Strategy and Market Position - The company maintains a relatively optimistic attitude towards the macroeconomic situation of the industry, despite a slowdown in domestic infrastructure growth. It has implemented a "three transformations and one optimization" strategy to ensure sustainable and stable development [1] - The company is shifting its focus to the aftermarket as a new growth point, enhancing customer loyalty and business value through customized service solutions [1] - The company is actively expanding into overseas markets, leveraging subsidiaries to increase international market penetration and promote synergy between aftermarket and main business [1] Group 2: Financial Structure and Revenue Recognition - The company's order structure typically includes 30% advance payment, 30% payment upon delivery, 30% payment after commissioning, and 10% as warranty retention [2] - The warranty period is generally 12 to 18 months post-acceptance, with the remaining 10% confirmed after the warranty period if no quality issues arise [2] Group 3: Management Experience and Industry Adaptation - The company has proactively adjusted its organizational structure and shifted its strategic focus to aftermarket services and deep exploration of the metal mining market, effectively mitigating cyclical risks and enhancing performance in these areas [2] - The management's foresight and strategic vision are highlighted by the timely response to industry downturns, leading to increased market share in the relevant sectors [2] Group 4: Overseas Market Strategy - The company is planning to establish spare parts warehouses in key regions such as Africa, Australia, and North America to improve service response times and customer satisfaction [2] - The strategy includes exploring the feasibility of establishing manufacturing bases overseas to achieve localized production and better serve local markets [2] - The company aims to drive overseas sales of main products through the sale of spare parts and quality services, while also exploring dual models of following Chinese enterprises abroad and expanding local customer bases [2]