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思源电气(002028) - 2025年11月6日投资者关系活动记录表
SIEYUANSIEYUAN(SZ:002028)2025-11-10 08:42

Group 1: Company Performance Overview - The company achieved a revenue of 138.27 million yuan in the first three quarters and is confident in meeting its annual revenue target [2] - The overall performance in overseas markets has been good, with continued investment planned [2] - The overall gross profit margin is expected to remain stable [2] Group 2: Interaction Q&A Highlights - Q1: No accurate statistics on new orders for the first ten months, but overall development is steady and aligns with phase targets [2] - Q2: Overseas order growth is slightly above the overall average, with strong performance in Africa, Europe, the Middle East, and Central and South America [3] - Q3: The overseas market presents both opportunities and challenges, with the company aiming to enhance its capabilities through competition [3] - Q4: Current production capacity can meet the demand for transformers and high-voltage switches, but product competitiveness and order acquisition are crucial [3] - Q5: The overall gross profit margin is controllable, maintaining a similar level in the first three quarters, supported by scale effects and R&D investment [3]