Group 1: Company Overview and Core Competencies - The company focuses on manufacturing anti-corrosion and anti-wear welding equipment, with applications in energy conservation, environmental protection, power, energy, chemical, metallurgy, and papermaking industries [1] - It possesses key core technologies covering materials, processes, and equipment, along with comprehensive special equipment production qualifications [1] - The management team has extensive industry experience and stable core technical personnel, contributing to the company's competitive edge [1] Group 2: Market Opportunities and Global Strategy - The company is committed to both domestic and international markets, maintaining a leading position in the domestic market while actively exploring overseas opportunities [2] - The waste incineration market is expanding, driven by urbanization in developing countries, with countries like Vietnam, Thailand, and Indonesia prioritizing waste-to-energy solutions [3] - In developed regions like Europe and North America, there is a growing demand for upgrading existing waste incineration facilities [4] Group 3: Product Applications and Clientele - The company has established a strong presence in various sectors, including papermaking and metallurgy, with notable clients such as Nine Dragons Paper and Zijin Mining [5] - It provides specialized products and services to non-ferrous metal enterprises, including welding equipment and components [6] Group 4: HRSG Product Development and Market Demand - The HRSG (Heat Recovery Steam Generator) products produced in Vietnam are primarily designed for heavy-duty gas turbines, contributing to increased efficiency in power generation [6] - The demand for HRSG in the U.S. is rising due to structural growth in electricity demand and the transition to cleaner energy sources [7] - The pricing of HRSG products is determined by material costs, labor, and profit margins, with potential adjustments based on market conditions [7]
博盈特焊(301468) - 2025年11月25日投资者关系活动记录表