Workflow
新余国科(300722) - 2025年5月20日投资者关系活动记录表

Group 1: Company Overview and Product Focus - The company, Xinyu Guoke Technology Co., Ltd., is focusing on high-priced explosive devices as a key growth area, with an increasing proportion of sales coming from these products [2][3] - Currently, the company has won bids for four to five product models, which are expected to significantly increase sales revenue if they can be mass-produced [3] - The company has delivered several batches of a high-priced explosive device, but the quantity delivered was only about 40-50% of the initial expectations [3] Group 2: Production Capacity and Expansion Plans - The company has plans for expansion, including the construction of a new special equipment production line, for which land use rights were acquired in February 2025 [3] - Current production capacity is deemed sufficient, but the company is selective about accepting orders to avoid potential breaches of contract [3] - The company is also undergoing internal technological upgrades to enhance production capacity [3] Group 3: Military Trade and Export - The company is involved in overseas military trade but does not disclose specific statistics on this segment [3] - Direct military exports are not conducted due to lack of export qualifications; the company collaborates with military trade companies for such activities [3] - The company has considered the possibility of converting civilian explosive production lines to military use if necessary [3] Group 4: Future Growth Expectations - The company anticipates stable growth in both revenue and total profit compared to 2024 [3]