Group 1: Company Expansion and Production Capacity - The company is expanding multiple bases due to high order volumes and anticipated capacity shortages, particularly focusing on overseas strategic layout and international market expansion, especially in North America [1][4] - The Vietnam production base has already commenced operations, while the construction of the Daqiao production base is progressing and is expected to be operational next year [2][3] Group 2: Future Growth Drivers - Future growth points include the establishment of the Vietnam production base to enhance international order acceptance and delivery capabilities, and the joint venture with Weir Group to explore oil and gas markets [4][5] - The company aims to enhance product diversity and core competitiveness by investing in the Daqiao production base, which is expected to be operational next year [4][5] Group 3: Market Opportunities and Applications - The biomass power generation market is growing steadily, driven by global carbon neutrality goals, with the company’s anti-corrosion and wear-resistant welding equipment enhancing the performance and lifespan of biomass combustion equipment [5] - The oil and gas market is expanding due to increasing demand for bimetallic composite pipes, particularly in corrosive environments, with the company’s welding technology being a key process [5][6] Group 4: Revenue Sources and Market Presence - As of June 30, 2025, significant revenue sources outside of waste incineration include coal powder boilers, biomass power generation, and thermal power generation [6] - The company’s overseas revenue is primarily from the UAE, the USA, Japan, Brazil, and India [6][7] Group 5: Product Applications and Industry Impact - The company’s products are applicable in deep-sea environments, offshore drilling platforms, and oil pipelines, significantly reducing the risk of leaks and operational accidents [7] - The anti-corrosion and wear-resistant technology can also be applied in various industrial sectors, including energy, chemicals, metallurgy, and paper-making [7]
博盈特焊(301468) - 2025年9月19日投资者关系活动记录表