Group 1: Company Overview and Core Competencies - The company focuses on anti-corrosion and wear-resistant welding equipment, specializing in the manufacturing of special equipment and expanding into industrial equipment and high-end structural components [1] - Key competitive advantages include mastery of critical core technologies, comprehensive special equipment production qualifications, and a stable management team with extensive industry experience [1] - The company has established a strong market position with a scalable production capacity and efficient management, supported by a rich portfolio of well-known domestic and international clients [1] Group 2: Market Opportunities and Global Strategy - The company is committed to both domestic and international markets, maintaining a leading position in China while actively exploring overseas opportunities [2] - Significant market demand exists in the waste incineration sector, with potential growth in the coal-fired power generation industry and other applications in chemicals, metallurgy, and papermaking [2] - The company has strategically positioned itself in HRSG and composite pipe businesses, with HRSG already achieving a certain scale of production [2] Group 3: Product Development and Innovation - The company continuously innovates in welding technologies, including digital pulse MIG and laser welding, to enhance efficiency and stability in complex environments [4] - The application range of the company's welding technologies spans various industries, including energy, chemicals, and environmental protection [4] Group 4: Order Status and Production Cycle - The company currently has a sufficient order backlog, with a production cycle of approximately 3 months for custom large equipment [5] - For products requiring installation, the sales cycle can extend to 9-12 months, while non-installation sales typically take about 4 months [5] Group 5: Market Trends and Future Expansion - The domestic waste incineration market is driven by national strategies for ecological civilization and waste reduction, creating a demand for upgrading existing facilities [6] - The company has four HRSG production lines in Vietnam, with plans to expand to a total of 12 lines based on market demand [7] - The company is actively pursuing customer certifications and has entered production processes for existing orders, with potential clients undergoing preliminary audits [8]
博盈特焊(301468) - 2025年12月4日投资者关系活动记录表