Group 1: Market Trends and Opportunities - The Chinese government is promoting large-scale equipment upgrades, which will enhance the demand for compressors due to specific subsidy policies introduced in early 2025 [2] - The company is focusing on R&D investments to upgrade products, aiming to replace outdated equipment and meet the growing demand in the equipment manufacturing sector [2] Group 2: Product Development and Sales Performance - In 2024, the company increased R&D investments for oil-free screw compressors and screw vacuum pumps, resulting in a steady sales growth in these product lines, particularly in the semiconductor and renewable energy sectors [2] - The centrifugal compressors have completed phase application tests, with plans to expand the product line and accelerate market introduction [2] Group 3: Domestic Replacement Progress - The company has made significant advancements in product innovation and technology upgrades, achieving better domestic replacement capabilities in key industries such as medical, electronics, and semiconductors [2] - The acceleration of domestic replacement processes is expected to further boost the demand for compressors and vacuum pumps [2] Group 4: Financial Outlook and Shareholder Returns - The company has consistently provided cash dividends since its listing and plans to continue focusing on core business operations to enhance operational quality and shareholder returns [2] - The controlling shareholder has no plans for share reduction, indicating a commitment to maintaining shareholder value [2] Group 5: Strategic Planning for 2025 - The company began preparing its 2025 business plan at the end of 2024, with a focus on product segmentation and strict adherence to planned objectives [3] - The company aims to create better value for shareholders through effective strategies and operational excellence [3]
东亚机械(301028) - 301028东亚机械投资者关系管理信息20250208