Group 1: Investor Relations Activities - The investor relations activities took place on January 24 and 25, 2024, at two locations in Beijing [2] - Participating units included HALMA PLC, Guotai Junan, CITIC Securities, and Zhongtai Securities [2] - Company representatives included Chairman Yuan Shuanghong, Secretary Wu Yuqiong, and Securities Representative Fang Tingting [2] Group 2: Safety Monitoring Standards - China's safety monitoring standards for railways and high-rise buildings are becoming more comprehensive, with a focus on developing a specific monitoring system [3] - As of the end of 2022, China's railway operating mileage reached 155,000 kilometers, with 42,000 kilometers being high-speed rail [3] - The "14th Five-Year Plan" includes an additional 19,000 kilometers of railway construction [3] Group 3: Demand for Imported Products - The company's self-produced products match or exceed the performance of imported counterparts, leading to a decline in demand for imported products [4] - Approximately 15% of the company's revenue in the past three years came from imported products, showing a downward trend [4] Group 4: Water Conservancy Investment - In 2023, water conservancy construction investment reached 1,223.8 billion yuan, with major investments in flood control, national water network projects, and ecological restoration [5][6] - The smart water conservancy sector is expected to accelerate investment, with projections indicating a market space exceeding 20 billion yuan by 2025 [6] Group 5: Transportation Market Opportunities - There are over one million bridges in China, and new monitoring requirements for bridge and tunnel structures are expected to create a market demand of approximately 2 billion yuan from 2024 to 2025 [7] - The company is forming specialized teams to expand its revenue share in the transportation sector [7]
基康仪器(830879) - 投资者关系活动记录表