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南兴股份(002757) - 2024年5月16日投资者关系活动记录表
NXGFNXGF(SZ:002757)2024-05-16 10:38

Group 1: Business Outlook - The demand for specialized equipment is increasing due to the peak period of equipment updates in the home furnishing industry, driven by strong needs for renovation and second-time renovations in existing homes [1] - Consumer upgrades are leading to higher quality requirements for furniture, which in turn raises the demand for intelligent and flexible equipment in the downstream furniture industry [1] Group 2: Overseas Market Performance - Overseas sales revenue accounts for approximately 20% of the specialized equipment business income, with products primarily exported to BRICS countries, South America, Europe, and Oceania [2] - The overseas market is still in a phase of untapped potential, and the company plans to expand its sales network by collaborating with reputable distributors [2] Group 3: Product Introduction - The company has successfully developed advanced products such as high-speed computer panel saws and intelligent edge banding machines, which are well-received in the market [2] - Recent product launches include intelligent packaging solutions aimed at meeting the dual demands for efficient production and quality packaging in the custom furniture industry [2] Group 4: IDC Business Development - The IDC business is developing well, benefiting from the rapid growth of cloud computing and the increasing penetration of cloud products into the real economy [3] - The explosion of AI technology in recent years is also contributing to the growth of the IDC business [3]