华通线缆(605196) - 华通线缆投资者关系活动记录表

Group 1: Market Demand and Competition - The company has a good order situation both domestically and internationally, with stronger demand in overseas markets compared to domestic ones [2][3] - The domestic cable industry is characterized by a large number of dispersed companies, leading to low industry concentration and intense competition [3] Group 2: Profitability and Product Structure - The company's overall gross profit margin is higher than that of general cable companies, influenced by its product structure and market dynamics [3] - The two main business segments are electrical cables and oil services, with oil service products having a higher gross profit margin, positively impacting the overall margin [3] Group 3: Market Focus and Future Development - The U.S. market is a key focus for the company due to its mature development and broad market space, with significant potential for market share growth [3] - The company plans to differentiate its development strategies based on the characteristics of different markets, enhancing its competitive edge [3] Group 4: Strategic Market Expansion - The company’s development strategy is focused on resource allocation towards future strategic projects, aiming to seize market opportunities and expand its operational space [3] - There are plans for capacity expansion and product development in the oil service sector, primarily within the domestic market for better management and cost control [4] Group 5: Risk Awareness - The company emphasizes that all information should be verified through official announcements on the Shanghai Stock Exchange website, and any forward-looking statements do not constitute substantial commitments to investors [4]