江龙船艇(300589) - 2024年5月10日投资者关系活动记录表

Group 1: Production and Financial Aspects - The production cycle for the company's vessels typically ranges from 6 to 15 months, depending on the type of vessel [2] - The company collects payments based on construction progress, receiving prepayments and milestone payments, with full contract payments (excluding warranty) due upon delivery [2] - There is potential for an increase in the gross margin of electric vessels as market penetration and supply chain improvements develop [2] Group 2: Market Conditions and Impact - The current demand in the new shipbuilding market is active, and the overall industry capacity is tight, which positively influences the company's order acquisition [3]