Group 1: Overseas Market Expansion Strategy - The company adopts a steady and gradual approach to expand in overseas markets, starting with the parts market to establish brand image and reputation [1] - The gross margin for parts products is relatively stable, with potential for higher levels in overseas markets, which is crucial for initial development [1] - After achieving certain results in the parts market, the company plans to gradually enter the main equipment market overseas [1] Group 2: Warehouse and Order Management - The company is simultaneously expanding warehouse capacity and actively pursuing orders to ensure quick market response upon warehouse completion [2] - A small warehouse has been established in South Africa, but its scale is limited to support only a few customers [2] - Plans are in place to further enhance service capabilities and market responsiveness through warehouse expansion [2] Group 3: Overseas Channel and Distributor Development - The company has made progress in overseas channel construction and distributor systems, successfully signing agents in Australia and seeking suitable distributors in North America and Africa [2] - Future investments will focus on improving service and market coverage to drive sustained business growth [2] Group 4: Market Outlook and Management Reform - The company holds a cautious outlook on the sand and gravel aggregate market, which is primarily driven by demand for technology upgrades and equipment replacements [2] - Management recognizes the importance of reforming the management system to enhance operational efficiency and market competitiveness [2] - Initial steps will focus on internal cost control through refined management and process optimization [2]
南矿集团(001360) - 2024年12月4日投资者关系活动记录表