博隆技术(603325) - 投资者关系活动记录表

Industry Outlook - The downstream capital expenditure in the petrochemical and chemical industries is currently robust, indicating a broad development prospect for the company’s pneumatic conveying systems [2] - The Chinese government is expected to allocate over 3 trillion yuan for large-scale equipment upgrades in the next five years, promoting technological advancement and industrial upgrades [2] - The company is actively expanding its overseas business in response to the Belt and Road Initiative, enhancing its international development strategy [2] Market Dynamics - The pneumatic conveying industry does not exhibit significant cyclical, regional, or seasonal characteristics; its development is closely tied to macroeconomic conditions, regulatory policies, and fixed asset investment [3] - The company plans to strengthen its core areas while gradually expanding into other industries, leveraging its technical capabilities [3] High-End Material Demand - Despite strong capital expenditure in the domestic petrochemical industry, there remains a high dependency on imports for high-end materials, presenting opportunities for the company [3] - The demand for high-end polyolefin products is increasing due to the upgrading of consumption structures and the development of strategic emerging industries [3] Order Acquisition and Installation - The company primarily acquires orders through bidding, with some obtained via competitive negotiations [3] - Typically, the company does not handle product installation but provides guidance and training to ensure stable and safe operation [3] Acquisition and Financial Performance - The company acquired 100% of Italian company Guvani in 2020 to enhance its technology and international competitiveness; Guvani reported a revenue of €958.50 million in 2023, a 20.64% increase from 2022 [3] Talent Development - The company requires a long-term training cycle for technical talent due to the complexity of pneumatic conveying systems, which necessitates expertise across multiple disciplines [3] Fundraising and Project Progress - The company raised a net amount of 1,104.28 million yuan from its IPO on January 10, 2024, and is actively advancing its fundraising projects [4] - As of June 30, 2024, 347.66 million yuan has been invested in the fundraising projects [4]