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三联锻造(001282) - 2024年1月16日投资者关系活动记录表

Group 1: Company Overview - Wuhu Sanlian Forging Co., Ltd. primarily engages in the R&D, production, and sales of automotive forged components, focusing on high-performance and safety-critical parts for automotive power systems, transmission systems, steering systems, and suspension supports [1][2]. Group 2: Strategic Location - The company chose Wuhu for its strategic location near the Yangtze River Delta and central industrial clusters, facilitating better logistics and closer proximity to market and raw material suppliers [1][2]. Group 3: Equipment and Technology - The company has developed its forging equipment, including a series of hot die forging presses ranging from 1,000 tons to 5,000 tons, and induction heating furnaces with power ratings from 500KW to 1,250KW, significantly reducing procurement costs and enhancing production efficiency [2][3]. Group 4: Market Position and Competition - The company serves major global automotive parts manufacturers, with a relatively small revenue scale compared to its clients, ensuring a stable order flow due to long-term partnerships [2][3]. - Competitors include listed companies like Jingzhu Technology and Tianrun Industrial, as well as unlisted firms such as Desifuge and Ningbo Snail, with the company offering a broader product line compared to its peers [3]. Group 5: Core Competencies - The company's core competitive advantages include: 1. Strong customer resource advantage through clear positioning and integration into major clients' supply chains, creating a butterfly effect for new customer acquisition. 2. Product quality advantage, supported by advanced production processes and independent design capabilities. 3. Rapid response to customer needs, leveraging decades of industry experience and technological expertise [3][4].