巨力索具(002342) - 投资者关系活动记录表

Group 1: Company Overview and Strategic Decisions - The company has disposed of old fixed assets this year and divested from heating services last year to focus on its core business, indicating a strong growth expectation for the upcoming year [2] - The sale of heating assets at the end of 2022 was based on government planning to optimize heating resource allocation and highlight the company's main business [2] - Recent dismantling and classification of old equipment are part of a long-term plan to establish a specialized and large-scale wire and wire rope industry base in Henan, significantly reducing maintenance and new equipment costs [3] Group 2: Factory Location and Logistics - The decision to build a factory in Mengzhou, Henan, was based on systematic analysis of downstream customer distribution, allowing for nationwide coverage [3] - The new location alleviates logistics pressure on both raw material and sales ends, significantly lowering transportation costs [3] Group 3: Future Planning and Growth Drivers - The company is preparing a business plan for 2024, focusing on achieving full production capacity at the Henan facility, which is expected to enhance operational efficiency [3] - The company’s products serve a wide range of downstream industries, minimizing dependency on any single sector, which is a competitive advantage [4] - Key growth drivers include the wind power industry, "Belt and Road" initiatives, and infrastructure construction, with plans to strengthen market expansion in marine engineering, particularly in offshore mooring [4] Group 4: Revenue Recognition and Market Potential - Engineering orders typically require 6 months or more to recognize revenue, while other types of orders can be recognized within 1 to 2-3 months [4] - Approximately 70% of the company's soft lifting products are sourced from overseas markets, with plans to further enhance domestic market expansion [4] - The mooring market is still in the verification phase, with significant potential for future commercialization, as indicated by research showing vast offshore wind resource availability [4]