Group 1: Investor Relations Activity - The investor relations activity was conducted on November 4, 2024, via an online meeting [1] - Attendees included representatives from various capital firms and the company's management team [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 [2] - The revenue for the first half of 2024 was primarily derived from orders placed in the previous year's Q3 and Q4 [2] Group 3: Order Composition and Capacity Utilization - The company noted that high-margin special fire trucks are increasing in order volume, which is expected to improve overall product margins [3] - Current production capacity is under pressure due to insufficient capacity, but measures are being taken to address this issue [3] Group 4: Procurement Strategy - The company employs a sales-driven production model, with procurement based on customer demand [4] - A procurement warning mechanism is in place to address extreme situations affecting supply chains, such as geopolitical conflicts [4] Group 5: Market Outlook for Training Systems - 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 fire truck manufacturer engaged in the design, production, and sale of fire simulation training facilities, with higher profit margins compared to regular fire trucks [5] Group 6: Future Growth and Market Potential - The growth in orders is driven by the increasing demand in the public safety and emergency rescue equipment manufacturing industry [6] - The company is expanding its team and actively exploring overseas markets, indicating a positive outlook for future growth [6] Group 7: Asset Restructuring - The termination of the major asset restructuring in 2023 was due to changes in market conditions and inability to reach consensus on core transaction terms [7] - The company is 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