Group 1: Company Advantages - The company has a high proportion of clients from central state-owned enterprises and large listed companies, exceeding 50% of its customer base [1] - The company has developed core technologies in crushing and screening production lines through years of independent research and innovation [1] - The company has successfully transitioned to a "manufacturing + service" model, achieving a clear profit model and revenue growth [1] - The company has a significant presence in the metal mining sector, with rapid growth in this area [1] Group 2: Equipment and Parts - Main operational parts for crushing equipment include liners, frames, nuts, and bearings; for screening equipment, they include integrators, screens, and beams [2] - Purchased components often require processing before they can be used in equipment, such as castings that need design and CNC machining [2] Group 3: Market Applications - The downstream applications of sand and gravel aggregates primarily include construction sectors such as housing, transportation, water conservancy, and urban public facilities [1] Group 4: Market Scale and Demand - Global annual production of sand and gravel aggregates is approximately 4 billion tons, with China consuming about 2 billion tons annually, accounting for 50% of the global total [2] - The annual output value of the sand and gravel aggregate industry in China is nearly 2 trillion yuan [2] - Demand for sand and gravel aggregates in China is projected to reach 2.5 billion tons from 2020 to 2030, stabilizing after a peak [2]
南矿集团(001360) - 2023年5月26日投资者关系活动记录表