Group 1: Company Strategy and Operations - The company adopts a "one body, two wings" strategy, focusing on product and technology to create mineral processing solutions, supported by resource investment for product trials and process testing [2][3] - The company is cautious in resource investment, adhering to three principles: avoiding high-risk greenfield mines, projects with weak government oversight, and those with uncertain exploration accuracy and returns [2][3] - The company primarily targets small to medium-sized gold and copper mines, leveraging its equipment, technology, and financial advantages to collaborate with mine owners [3] Group 2: Business Development and Market Position - The company has made significant progress in its metal mining and overseas business, driven by historical experience, talent reserves, and proactive industry positioning [5] - Major contracts signed include a ¥149 million contract with a client in Uzbekistan and a ¥296 million equipment procurement contract with Xijin Mining, which present both challenges and opportunities for the company [6] - The company’s success in securing large contracts is seen as a key opportunity for domestic equipment to replace imports, enhancing its market position [7][8] Group 3: Production Capacity and Challenges - The company does not currently face substantial production capacity bottlenecks, having invested in capacity expansion and upgrades, including a new factory and CNC equipment [9] - The company has sufficient capacity to meet market demand, although it needs to manage production scheduling effectively during peak order periods [9]
南矿集团(001360) - 2026年2月9日投资者关系活动记录表