Group 1: Market Trends and Opportunities - The national policy encourages large-scale equipment updates, which will boost compressor demand due to specific subsidy policies for air compressors in 2025 [2] - The company is increasing R&D investments to upgrade products, focusing on replacing old equipment and enhancing competitiveness in the compressor and vacuum pump markets [2] - The demand for oil-free screw compressors and screw vacuum pumps is expected to grow, with sales to semiconductor and new energy sectors maintaining a steady upward trend [2] Group 2: Product Development and Innovation - The company has upgraded its oil-free screw compressors and screw vacuum pumps, resulting in improved product competitiveness and expanded product lines [2] - Centrifugal compressors have completed phase application tests, with new models introduced to the market in early 2024 [3] - The company is actively pursuing domestic substitution in key industries such as medical and electronics, gaining recognition from major companies [3] Group 3: International Expansion and Market Strategy - The company is focusing on expanding its overseas business, particularly in Southeast Asia, with plans to establish more foreign trade sales channels [3] - Participation in international machinery exhibitions in countries like Vietnam and Indonesia is part of the strategy to enhance export sales [3] Group 4: Financial Outlook and Shareholder Value - The company has consistently provided cash dividends since its listing and plans to continue focusing on core business operations to enhance shareholder returns [3] - There are no plans for shareholding reduction by the controlling shareholder, ensuring stability in shareholder value [3] - The company is preparing a comprehensive business plan for 2025, aiming to create better value for shareholders [3]
东亚机械(301028) - 301028东亚机械投资者关系管理信息20250220