长亮科技(300348) - 2025年11月20日投资者关系活动记录表
sunlinesunline(SZ:300348)2025-11-20 10:02

Group 1: Company Overview and Market Strategy - The company is focusing on expanding its overseas market presence, particularly in Southeast Asia and the Middle East, and is considering establishing branch offices [2] - The company aims to leverage its domestic experience to develop more international products and enhance market share in overseas markets [2] Group 2: Financial Performance and Projections - As of 2024, the company has increased its investment in overseas operations, although specific performance data for 2025 has not yet been disclosed [2][3] - The company secured a significant contract in Thailand in 2024, valued at over 300 million RMB, which is currently under construction [3] - The project is expected to complete a major business segment by October 2025, receiving high recognition from clients [3] Group 3: Project Management and Profitability - The implementation of large projects involves long cycles and complex architectures, which may initially impact gross margins due to high R&D and market investment [3] - The company is adopting strategies such as enhanced project management and remote centralized delivery to maximize gross margin levels and improve project profitability [3] Group 4: Investor Communication - The company is committed to timely disclosures in accordance with information disclosure regulations, especially regarding sensitive performance data for 2025 [3]