Group 1: Company Overview - The company aims to become a leading manufacturer in the material handling equipment sector, actively expanding into new application areas and deepening its multi-field and multi-market strategy [2] - The company has shifted from a focus on the cement industry to include sectors such as steel, chemicals, power, coal, and grain, while also enhancing its global presence [3] Group 2: Overseas Business Development - The company utilizes two main sales models for overseas business: indirect exports through domestic contractors and direct exports [3] - The overseas business has expanded to cover over 80 countries and regions, driven by increasing infrastructure demands in developing countries and the acceleration of domestic cement companies' internationalization [3] Group 3: Investment Projects - The "Annual Production of 3 Million Large-Pitch Conveyor Equipment Chain Intelligent Manufacturing Project" has seen an investment of 233 million CNY as of June 2025, with the first phase achieving small-scale production [4] - The company is transitioning to a "standard product safety inventory" model to enhance market responsiveness and delivery capabilities [4] Group 4: Research and Development - The company is recognized as a national high-tech enterprise with a strong R&D capability, holding a total of 127 valid patents, including 21 invention patents [4] - A comprehensive quality control system is in place, covering all aspects from raw material procurement to after-sales service, ensuring product quality for both domestic and international markets [4] Group 5: Impact of Raw Material Price Fluctuations - Direct materials constitute a significant portion of the company's main business costs, with steel being the primary raw material [5] - The company manages raw material price fluctuations by maintaining safety stock, tracking market supply and price changes, and employing strategies like advance purchasing to control costs [6]
和泰机电(001225) - 2025年9月9日 投资者关系活动记录表