Group 1: Market Conditions - In 2024, the domestic market for recycling equipment and original integrated recycling equipment is expected to perform well, while the original equipment market is relatively average. The overseas market is also showing good conditions, consistent with the company's order trends [4] - The company's overseas revenue share has significantly increased due to early market entry, high brand recognition, and seizing market opportunities from political changes in Eastern Europe [5] Group 2: Future Planning and Production - The company is expanding its overseas market presence, leveraging its competitive advantage in RAP hot recycling technology, which is expected to increase orders for original integrated mixing equipment and recycling equipment [6] - Current production capacity is nearly fully utilized, and all fundraising projects have commenced construction, although they have not yet contributed to capacity [9] Group 3: Equipment Performance and Trends - The design lifespan of asphalt mixing equipment is 10-15 years, with an average actual usage period of around 10 years due to technological advancements and increasing customer demands for performance upgrades [7] - Sales revenue for original integrated recycling equipment is on a gradual increase, indicating a rising penetration rate for related products [8] Group 4: Regulatory and Client Requirements - The RAP addition ratio has been regulated since 2008, with increasing standards influenced by material technology and client economic and environmental considerations [8] - Clients focus on various parameters for original and recycled equipment, including production capacity, environmental performance, and energy consumption [7]
铁拓机械(873706) - 投资者关系活动记录表