Group 1: Company Overview - The company specializes in the R&D, production, and sales of high-end equipment key castings, positioning itself as a high-tech enterprise with independent R&D and innovation capabilities [2] - It has over 30 years of experience in the casting industry and aims to become a leading enterprise in the global high-end equipment sector, promoting "craftsmanship spirit and green intelligent manufacturing" [2] - The company is one of the few domestic manufacturers that master both high-performance ductile iron and aluminum casting core technologies, adopting a diversified development model involving wind power, electric power, and medical equipment [2] Group 2: Production Capacity and Planning - The company is currently constructing a "30,000 tons annual production capacity for key precision components" project, with some equipment expected to be installed by Q3 2025 [3] - Production capacity will be adjusted based on industry changes, market developments, and customer orders, with a focus on increasing domestic and international customer development [3] - The company aims to enhance its sales level by aligning closely with customer needs and industry trends, while continuously integrating customer resources and supply chain advantages [3] Group 3: Market Performance and Customer Base - In the wind power sector, the company has concentrated domestic clients, with significant sales growth in Q1 2025 due to favorable policies, indicating a positive outlook for the wind power industry this year [3] - The overseas market shows stable order volumes from long-term partners, with a strong focus on business cooperation and seizing market opportunities [3] - Key clients in the pump and valve sector include Grundfos, while Siemens Medical and Neusoft Medical are major clients in the medical equipment field; the company plans to maintain existing relationships while expanding its customer base [3]
宏德股份(301163) - 301163宏德股份投资者关系管理信息20250610