豪迈科技(002595) - 2025年4月8日-4月10日投资者关系活动记录表

Group 1: Company Overview and Business Segments - The company is engaged in high-end casting with a 65,000-ton project focused on wind power components, machine tool parts, and gas turbine components, expected to commence production around May or June 2025 [1] - The gas turbine market is anticipated to grow due to rising global electricity demand, with the company currently operating at full capacity [1] - The turbine business primarily serves domestic clients, including major companies like Dongfang Electric and Shanghai Electric [1] Group 2: Market Trends and Financial Performance - In 2024, the market demand for wind power components is expected to recover compared to the second half of 2023, while gas turbine components will continue to see strong demand [2] - The revenue from wind power and gas turbine businesses is projected to grow, maintaining their market share with gas turbines accounting for approximately 30% and wind power for about 60% of large component machinery products [2] Group 3: Product Development and Innovations - The electric heating vulcanizing machine has shown significant advantages in energy saving and production environment improvement, with expected business value to double by 2025 [2] - The tire mold business achieved a revenue of 4.651 billion yuan in 2024, marking a year-on-year growth of 22.73%, with domestic sales outpacing exports [3] Group 4: Global Expansion and Client Base - The company has established a global production service system with subsidiaries in the USA, Thailand, Hungary, India, Brazil, Vietnam, Mexico, and Cambodia [3] - Currently, less than 10% of the company's exports are directed to the US market [4] Group 5: Innovation and Corporate Culture - The company promotes a culture of innovation, encouraging improvements and tolerating failures, which is reflected in its unique innovation system across various operational areas [4] - Future dividend considerations will align with the company's operational performance, strategic development, and shareholder expectations [4]