Company Overview - The main products and services include dynamic pressure oil film sliding bearings, wind power sliding bearings, high-speed permanent magnet motor products, and industrial transmission services, focusing on energy generation, industrial drive, petrochemicals, and marine vessels [1] - The company is advancing high-end bearing product R&D and industrialization in wind power, energy storage, and semiconductors, while also promoting integrated technology and industrial services centered around bearings [1] Industry Competition - The dynamic pressure oil film sliding bearing industry has a low overall market concentration, with the top ten global companies accounting for approximately 25% of the market size [2] - The market for low-performance small and low-speed main engines is served by numerous small manufacturers with limited R&D capabilities, while high-performance large and heavy-duty main engine markets are supplied by leading international companies and domestic leaders like the company [2] Nuclear Power Sector - Since May 2024, the company has seen a significant increase in nuclear power equipment orders, with expectations for record-high orders for nuclear bearings [3] - The company is enhancing its technical strength and market position in the nuclear sector by constructing a dedicated production line for main pump bearings to improve capacity and quality assurance [3] PEEK Material Bearings - The company's PEEK material sliding bearings are designed for rotating machinery in closed environments, offering excellent wear resistance, mechanical properties, and high-temperature resistance [4] - These custom PEEK bearings are primarily used in energy generation, petrochemicals, deep well pumps, and gas turbines [4] High-Speed Permanent Magnet Motors - High-speed permanent magnet motor products are applicable in vacuum pumps, steam compressors, blowers, and various fields including new energy vehicles, aerospace, and more [5] - The company plans to expand into additional application areas in the future [5] Investor Relations - The company engaged in thorough communication with investors during the visit, adhering to regulations and ensuring no significant undisclosed information was leaked [6]
崇德科技(301548) - 2025年2月18日投资者关系活动记录表