慈星股份(300307) - 2024年8月28日投资者关系活动记录表

Group 1: Company Overview - Ningbo Cixing Co., Ltd. has a market share of approximately 27% in the textile machinery industry according to the 2023 statistics from the Textile Association [3] - The company sold over 20,000 computer knitting machines in the first half of the year, representing a year-on-year increase of 38% [3] Group 2: Competitive Advantages - The company emphasizes technological research and development, investing significantly in R&D centers and attracting high-end talent [3] - Cixing has over 30 years of experience in the knitting machine industry, establishing a strong brand image through quality products and services [3] - A comprehensive pre-sale, in-sale, and after-sale system supports the sales activities [3] - A diverse product line meets various customer needs [3] - The company fosters collaboration with upstream and downstream enterprises, industry associations, government agencies, and quality customers to create a robust ecosystem [3] Group 3: Export and Market Strategy - The company's export accounts for less than 10% of total sales, with major markets including Bangladesh, Mexico, Cambodia, and Vietnam [3][4] - The company is adjusting its strategy to enhance overseas market presence in response to international trade tensions [4] Group 4: Future Growth Points - Future growth will be driven by the renewal of existing equipment and the replacement of imported machines with domestic alternatives [4] - Increased demand for one-piece forming machines due to difficulties in hiring sewing workers [4] - The rise of e-commerce is leading some contract factories to shift towards self-production and sales, creating demand for small batch quick returns [4] - Growing market demand for fine needle machines as clothing styles evolve [4] - Strong R&D capabilities and a robust after-sales system are attracting major clients and expanding into their subcontracting customers [4] Group 5: Strategic Planning - The company plans to solidify its core business by focusing on the intelligent knitting equipment industry, enhancing knitting machinery technology, and promoting the intelligent upgrade of the knitting industry [4]