海安集团(001233) - 2026年2月11日投资者关系活动记录表

Group 1: Company Overview and Business Model - The company specializes in the research, production, and sales of giant all-steel radial tires for engineering machinery and tire operation management for mining [2][3] - The tire operation management service includes comprehensive lifecycle management, enhancing production safety and efficiency for mining companies [3][9] - The company has established a unique "product + operation" business model, which helps clients improve efficiency and reduce costs while accumulating data for continuous product optimization [12] Group 2: Product Performance and Market Strategy - The lifespan of all-steel giant tires varies significantly based on mining conditions, with metal mines typically requiring 12-18 months and non-metal mines 18-24 months for performance data [4] - Sales data for 2024 indicates the following: 49-inch tires sold 5,974 units, 51-inch tires 4,201 units, 57-inch tires 5,594 units, and 63-inch tires 302 units [7] - The company plans to enhance market penetration in domestic markets and expand into international markets, including traditional markets in Europe and North America, as well as emerging markets in BRICS countries and Southeast Asia [10][11] Group 3: Competitive Advantages and Future Plans - The company distinguishes itself from domestic competitors through deep industry expertise, a strong service foundation, and advanced technology in all-steel giant tire development [12] - The company has a mature global layout with over ten subsidiaries abroad, providing localized and responsive services to numerous mining operations worldwide [12] - Future growth will focus on increasing dividend levels and frequency to enhance shareholder returns, aligning with the company's commitment to shareholder value [14] Group 4: Investment and Production Capacity - The company has three main investment projects with construction cycles of 3 years for tire expansion, 2 years for automation upgrades, and 3 years for the R&D center [6] - The establishment of a joint venture tire factory in Russia aims to capitalize on local market opportunities and enhance supply chain resilience [8] - The company is currently not planning additional overseas production lines, focusing instead on strategic assessments of market conditions and regulatory environments [10]