思进智能(003025) - 2025年1月8日投资者关系活动记录表

Group 1: Company Overview - Sijin Intelligent Equipment Co., Ltd. is the first listed company in the cold forming equipment manufacturing industry in A-shares [4] - The company has established a complete production system including product R&D, machining, assembly, and testing [6] Group 2: Financial Performance - In the first three quarters of 2024, the company achieved operating revenue of CNY 466.20 million, a year-on-year increase of 46.81% [3] - The net profit attributable to shareholders was CNY 152.89 million, up 133.71% year-on-year [3] - The weighted average return on equity for the first three quarters of 2024 was 13.66% [3] Group 3: Market Position and Strategy - The company aims to expand its market share in the cold forming equipment sector by increasing R&D investment and enhancing marketing capabilities [4][5] - The global and domestic market sizes for the cold forming equipment industry are not precisely quantified due to a lack of authoritative sales statistics [4] Group 4: Production and Delivery - The typical lifespan of cold forming equipment is around 10 years [6] - The production management model combines order-based and stock production, with delivery times ranging from 3-12 months depending on the equipment type [7][8] Group 5: Marketing and Sales - The company employs a direct sales model, promoting products through industry exhibitions and advertisements [8] - Overseas sales are primarily concentrated in countries such as India, Thailand, and Turkey [8] Group 6: Technological Development - The company has developed several models of multi-station precision cold forming machines, enhancing its technological innovation capabilities [9][10] - The company has mastered key technologies related to warm forging equipment, holding 13 national patents [11]