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博盈特焊(301468) - 2025年7月15日投资者关系活动记录表

Market Overview - The company's technology and products are applicable in various industrial fields, primarily in waste-to-energy power generation, which accounted for 68.46% of revenue in 2024, totaling 315 million CNY [1] - Domestic market demand for waste-to-energy power generation remains stable compared to last year, while international demand, particularly in developed regions like Europe, is increasing [1][2] Financial Performance - The company's revenue and profit declined in 2024 due to complex international political and economic conditions, increased domestic economic pressure, and intensified competition in the waste-to-energy sector [3] - The overseas revenue share reached 55% in 2024, with exports primarily to Europe, Asia, and the United States [5] Production and Delivery - The company has a sufficient order backlog, with a production cycle of approximately 3 months for customized equipment and 6 to 7 months for installations [3] - The construction of the Da'ao production base is progressing well, while the first phase of the Vietnam production base is completed and expected to commence operations within the year [3] Strategic Development - The company aims to expand its product range, application fields, and international market presence, focusing on special welding technology [8][9] - Future plans include enhancing technology and application upgrades in sectors such as coal-fired power generation, papermaking, and chemical industries [9]