京山轻机(000821) - 京山轻机投资者关系活动记录表

Group 1: Company Overview - Jing Shan Light Machinery is engaged in high-end equipment manufacturing and was listed on the A-share market in 1998 [4] - The company initially focused on producing packaging machinery for cardboard, maintaining a strong position domestically and internationally [4] - In recent years, the company has shifted towards the new energy sector, particularly in photovoltaic and lithium battery industries, with its photovoltaic module equipment business being a leader in the domestic market [4] Group 2: Strategic Focus - The company aims to concentrate on its core business of equipment manufacturing, divesting non-core and less profitable operations [5] - Past mergers and acquisitions have led to a reflection on the need for sustained focus on the equipment manufacturing sector, moving away from cross-industry ventures [5] Group 3: Synergies and Support - After acquiring Shengcheng Photovoltaics, the company has focused on enhancing technical support and procurement collaboration, ensuring priority supply from vendors due to its scale advantages [5] - The company has established international sales and service networks, with factories in regions like Milan, Italy, and Central India, aiding future global expansion [5] Group 4: Product Development and Market Strategy - The company is committed to developing perovskite equipment, leveraging deep communication and understanding with clients [6] - The packaging machinery segment is not expected to require significant asset investment, focusing instead on R&D and innovation to penetrate high-end markets in Europe and the U.S. [6] - Recent product lines, including digital printing and smart factories, have begun generating sales, contributing to future growth [6] Group 5: Employee Incentives - A significant portion of employee stock options has been allocated to the photovoltaic team, reflecting their substantial contributions to the company [6]