利通科技(832225) - 关于接待机构投资者调研情况的公告

Group 1: Company Overview and Investor Interaction - The company, Luoyang Litong Hydraulic Technology Co., Ltd., received an institutional investor for a research meeting on November 3, 2022 [1][2]. - The meeting was conducted online and attended by the board secretary, He Jun [2]. Group 2: Product Pricing and Market Position - The pricing mechanism for acid fracturing hose products is based on international market prices, R&D investment, and material costs, resulting in a high gross margin [2][3]. - The company’s acid fracturing hose products are sold primarily through U.S. distributors, leveraging local market advantages [2][3]. - The gross margin for the acid fracturing hose products is high, and there are no immediate negative factors affecting customer procurement [2][3]. Group 3: Competitive Analysis - The company’s acid fracturing hose products have structural, material, and production process advantages compared to both domestic and foreign competitors, offering better price-performance ratios [3][4]. - The company has a sufficient backlog of orders, primarily from deposits and payments for acid fracturing hose products, with a contract liability of 22.22 million yuan, a 74% increase from the previous half-year report [3][4]. Group 4: Production Capacity and Investment Plans - The project for an annual production capacity of 40 million meters of industrial hoses has achieved approximately 25 million meters of capacity [4]. - Due to the downturn in the engineering machinery industry, the company will temporarily halt large-scale investments in this project and focus on market expansion to improve capacity utilization [4]. Group 5: Future Development Strategy - The company aims to enhance its product structure and competitiveness by optimizing hydraulic hoses and increasing market penetration in both domestic and international markets [5][6]. - There are no current plans for major shareholder reductions or transfer to another stock exchange, with future decisions dependent on the company’s development and market conditions [5][6].