山河智能(002097) - 2025年3月5日投资者关系活动记录表

Group 1: Company Overview - The company is strategically positioned in the equipment manufacturing industry, focusing on three main areas: engineering equipment, special equipment, and aviation equipment, with a strong presence in Hunan and Guangdong provinces [1] - It ranks as a leading domestic underground engineering equipment manufacturer and is among the top 50 global construction machinery manufacturers [1] Group 2: Market Position and Performance - The company maintains a stable market position despite increasing competition, with hydraulic static pile drivers and open-pit drilling products leading the industry, and rotary drilling rigs ranking in the top three [2] - As of the first three quarters of 2024, overseas revenue accounted for over 50% of total income [1] Group 3: International Market Development - The company has established a significant international presence, with 34 overseas subsidiaries, particularly in the Russian-speaking, European, and Asia-Pacific regions [2] - The European market has become a crucial growth foundation, with new orders for electric excavators emerging [2] Group 4: Product Development and Innovation - The company is advancing the electrification and high-end development of its machinery products, offering clean and energy-efficient new energy products across various equipment categories [2] - It has developed unmanned products, including remote-controlled excavators and rescue robots, showcasing mature technology capable of remote operation [3] Group 5: Aviation Sector - The aviation segment includes public transport and general aviation, with a focus on aircraft manufacturing, operation, and services [2] - The subsidiary Avmax Group Inc. manages over 100 aircraft, primarily leasing regional passenger planes globally [2] Group 6: Future Plans and Capital Operations - Currently, there are no significant capital operations planned, such as mergers or asset sales, but the company will adhere to disclosure regulations if such matters arise in the future [3]