科捷智能(688455) - 科捷智能投资者关系活动记录2024年11月

Group 1: Company Overview and Strategy - The company, 科捷智能, began expanding its overseas business in 2018, which is now a core part of its long-term strategic planning [1] - The overseas business is expected to grow faster than the domestic market due to high gross margins and strong performance in international markets [1] - The company has established localized supply chain and delivery capabilities in countries like France and South Korea [1] Group 2: Financial Performance and Orders - In 2023, the overseas business revenue accounted for a decline due to fewer new orders signed in 2020 and 2021, with new overseas orders amounting to 3.95 million and 6.27 million respectively [2] - The overseas revenue for the first half of 2024 is projected to be 768.22 million, a year-on-year increase of 245.34% [2] - The company’s order delivery cycle is generally between 9 to 12 months, depending on project complexity and customer requirements [2] Group 3: Market Position and Competition - The logistics business still holds a significant share of the company's revenue, with strong technical capabilities and project experience in smart logistics [3] - The company maintains a competitive edge through project integration capabilities and strong delivery assurance, despite high product homogeneity in the smart logistics sector [3] - The company has expanded its product offerings to include solutions for various industries, including tire manufacturing, which saw a signed order amount of 363 million in 2023 [5] Group 4: Future Outlook and Challenges - The company anticipates potential positive impacts from government policies aimed at promoting equipment upgrades and market demand stimulation [4] - Despite a decline in performance in 2023, the company is focusing on business reserves and transitioning to high-value-added sectors, with historical highs in order amounts for relevant segments [5] - The company is currently not pursuing mergers and acquisitions but is enhancing internal operations and management systems to improve efficiency [6]