Group 1: Investor Relations Activity - The investor relations activity was conducted online on November 4, 2024, with participation from various capital firms and company executives [1] - Attendees included the company's board members, financial officers, and department heads [1] Group 2: Financial Performance - The company reported a significant decline in performance for the first three quarters of 2024 due to reduced order acquisition and delivery delays from the previous year [2] - The decrease in orders was attributed to adverse economic conditions in 2023 [2] Group 3: Order Composition and Capacity Utilization - The company indicated that high-margin special firefighting vehicles are increasing in order volume, which is expected to improve overall profit margins [3] - Current production capacity is under pressure due to insufficient capacity, but measures are being taken to address this through internal collaboration and external partnerships [3] Group 4: Procurement Strategy - The procurement strategy is demand-driven, focusing on sourcing components based on customer needs, with a mechanism in place to address extreme situations affecting supply chains [4] - The company closely monitors international events that could impact procurement and adjusts strategies accordingly [4] Group 5: Market Outlook and Competitive Landscape - The market for fire simulation training systems is promising, with demand from various sectors including fire rescue teams and large enterprises [5] - The company is the only one in the firefighting vehicle sector engaged in the design, manufacturing, and sales of fire simulation training facilities, giving it a competitive edge [5] Group 6: Future Growth and Strategic Direction - The growth in orders is driven by industry demand, particularly in emergency rescue equipment manufacturing [6] - The company aims to expand its team and explore international markets, capitalizing on the increasing need for modern firefighting equipment [6] Group 7: M&A Considerations - The termination of a significant asset restructuring was due to changing market conditions and inability to reach consensus on core transaction terms [7] - The company remains open to future mergers and acquisitions that align with its strategic goals for sustainable development [7]
浩淼科技(831856) - 投资者关系活动记录表