飞龙股份(002536) - 2014年9月10日投资者关系活动记录表
FLACFLAC(SZ:002536)2022-12-08 08:20

Group 1: Company Performance and Market Dynamics - The company's profit decline is primarily influenced by fixed asset depreciation rather than pricing factors [3] - The company plans to increase orders by 400 million next year, with a focus on identifying customers before expanding production capacity [3] - Recent profit trends indicate a decrease, with gross margins previously reaching nearly 30% and net margins around 9% [4] Group 2: Competitive Landscape - Inquiry about the current capacity and development of competitor Xinweixiang [4] - The company is assessing its advantages in the turbine shell market and the competitive landscape both domestically and internationally [3][4] - The electronic water pump's higher price increases overall costs, raising questions about potential substitutes [4] Group 3: Future Opportunities and Challenges - The company is exploring the potential for significant growth in exports over the next few years [4] - There are considerations regarding the development of turbochargers and the future opportunities for products the company excels in [4] - The technical barriers and advantages of electronic water pumps are under evaluation [4]