Group 1: Market Conditions - In 2024, the domestic market for recycling equipment and original integrated recycling equipment is performing well, while the original equipment market is relatively average. The overseas market is generally favorable, 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, with all fundraising projects already underway [9] Group 3: Equipment and Performance - The design lifespan of asphalt mixing equipment is 10-15 years, with actual usage typically around 10 years due to technological advancements and stricter environmental policies [7] - The sales revenue of original recycling integrated equipment is on a rising trend, indicating an increasing penetration rate [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 awareness of economic and environmental benefits [8] - Clients focus on parameters such as production capacity, environmental performance, and energy consumption for both original and recycled equipment [8]
铁拓机械(873706) - 投资者关系活动记录表