华通线缆(605196) - 华通线缆投资者关系活动记录表2024-019

Group 1: Market Impact and Expectations - The fluctuation of international oil prices does not have a clear linear relationship with the demand for oil and gas drilling products, but prolonged low oil prices may suppress investment in production, affecting demand for related products [3] - The company has been exploring overseas markets since 2005 and has a mature presence, with optimistic sales expectations for the future, particularly in North America and emerging markets like Africa [3] - The impact of exchange rate fluctuations is complex due to the diverse business models and regions, but the company employs hedging measures to manage foreign exchange risks [4] Group 2: Competitive Position and Strategy - The company has strong market competitiveness in the oil service sector, especially with its continuous oil pipes, which have successfully entered markets in the Middle East, North America, and South America [4] - The company relies on its innovation capabilities to drive sustainable development and convert technological achievements into productivity, exemplified by its smart cable products and ultra-long seamless pipes [4] - The trend of overseas capacity expansion requires significant upfront investment, but the company is committed to a global strategy that balances domestic and international markets [4] Group 3: Risk Awareness - The company emphasizes that information regarding external environment assessments, development strategies, and future plans does not constitute a substantive commitment to investors, urging rational investment and risk awareness [5]