BOSUN(SZ:002282)2024-05-27 09:22Group 1: Company Overview and Products - 博深股份有限公司 is a key supplier of brake discs for the Fuxing high-speed trains, with its products not used in the Harmony high-speed trains [1] - The company’s subsidiary, Wenshang Weiji Locomotive Parts Co., Ltd., is a core supplier of brake discs for the Fuxing train series, which are based on independent Chinese technology [1] Group 2: Market Trends and Financial Performance - In 2023, the railway equipment business revenue of CRRC increased by 18.05% year-on-year, driven by significant growth in the sales of high-speed trains and passenger cars [2] - In Q1 2024, the railway equipment business revenue surged by 54.11% compared to the same period last year, primarily due to increased sales of high-speed trains and passenger cars [2] - The recent equipment update policies are positively influencing railway equipment investments [2] Group 3: Management and Organizational Changes - Following the change in controlling interest to the Iron Investment Group, the company has restructured its decision-making bodies, including the establishment of a new party committee and board of directors [2] - The management team remains stable and continuous, with key positions in finance and rail transit equipment being strengthened [2]