Group 1: Product Development and Market Positioning - The company focuses on cost reduction and efficiency improvement in its new product development, such as mobile crushing stations and toothed roller crushers, aiming to expand their application fields and product specifications [1] - The market positioning of mobile crushing stations is not limited to domestic markets but is also targeted at overseas metal mines [1] - The toothed roller crusher is primarily used in coal crushing, with future plans to expand its application to rock crushing, currently in the research and development stage [1] Group 2: Competitive Advantages and Industry Trends - The company possesses unique advantages in providing complete solutions, supported by a skilled workforce with experience from state-owned enterprises and large mining design institutes [2] - The trend towards large-scale equipment integration is evident, with the company offering a diverse range of products and integrated systems, including conveyors and other equipment [2] - The company differentiates between complete production lines and mobile crushing stations, with the former being more complex and the latter being a standard product ready for immediate use [2] Group 3: Market Strategy and International Expansion - The company competes with international giants in overseas markets by leveraging its high cost-performance ratio, quality, quick response, and strong innovation capabilities [3] - The company aims to expand its market presence under the "Belt and Road" initiative, assessing overseas market prospects and team development [3] Group 4: Aftermarket Services and Smart Operations - In 2022, the proportion of purchased parts in aftermarket services was high, primarily due to the need for wear-resistant components [3] - The company emphasizes smart operations to reduce costs and improve efficiency for clients, which includes energy consumption reduction and predictive maintenance [3] - The company offers two service models for smart operations: proactive service sharing cost savings and fee-based periodic analysis reports [3] Group 5: Market Growth Factors - The company maintains revenue growth due to several factors: national industrial policy support, stable fixed asset investment growth, increasing domestic production rates, and a growing market share among leading enterprises [3] - The stable growth in the metal mining sector contributes to sustained order growth [3]
南矿集团(001360) - 2023年5月8-9日投资者关系活动记录表