Group 1: Company Overview and Technology Applications - The company's cladding technology can be applied in controlled nuclear fusion, utilizing metal composite techniques for manufacturing special alloys and high-temperature alloys [1] - The European waste incineration market is expected to maintain stable growth due to mature technology, strict environmental policies, and efficient energy recovery systems [2] - Cladding technology enhances the reliability and lifespan of key components in coal-fired boilers, reducing maintenance costs [3] Group 2: Market Trends and Future Prospects - Coal-fired power generation remains a crucial energy source in China, with increasing electricity demand driven by factors like global warming and the rise of electric vehicles [4] - The oil and gas pipeline market is projected to grow due to increasing demand for bimetallic composite pipes, especially in corrosive environments [6] Group 3: Financial Performance and Cost Management - The company's management costs increased due to expenses related to the yet-to-start production at the Vietnam factory [5] - The company aims to control costs through efficient management and process improvements, enhancing production efficiency and reducing material costs [5] Group 4: Future Goals and Performance Targets - The company has set performance targets for its stock incentive plan, aiming for a revenue growth rate of at least 10% in 2025, 40% in 2026, and 80% in 2027, based on 2024 revenue [7]
博盈特焊(301468) - 2025年9月12日投资者关系活动记录表