Group 1: Business Expansion and Market Strategy - The company aims to establish long-term stable partnerships with foreign-controlled mining clients, expanding its global business reach [1] - The analysis of overseas revenue indicates a significant proportion comes from foreign-controlled enterprises, highlighting the importance of these clients [1] - To achieve rapid growth in the aftermarket, the company plans to enhance its after-sales service system and logistics network through its subsidiary Jiangxi Xinmin Zhihui Engineering Technology Co., Ltd [1][2] Group 2: Response to National Policies - The company is closely monitoring national policies on equipment renewal and resource recycling, anticipating new market opportunities [2] - Adjustments in production strategies are being made to align with emerging market demands, particularly in the field of waste material recycling [2] Group 3: Revenue and Market Planning - The company is transitioning from manufacturing to a service-oriented model, focusing on the aftermarket and maintenance markets as key growth areas [2] - Plans to establish remanufacturing bases in regions with concentrated key clients aim to enhance production efficiency and reduce resource waste [2] Group 4: Future Development Trends - The company has conducted in-depth analysis and forecasting for the development trends of main machines and aftermarket services, setting clear annual targets for 2024 [2] - Internal KPI assessments are in place to ensure the effective achievement of these targets, with positive performance noted in Q1 2024 [2]
南矿集团(001360) - 2024年5月15日投资者关系活动记录表