龙泉股份(002671) - 2023年6月5日投资者关系活动记录表

Group 1: Company Performance and Market Context - In Q1 2023, the company's operations showed significant improvement compared to the same period last year, which was affected by external factors leading to production discontinuity [1] - The national water investment has remained high, with the release of the "National Water Network Construction Planning Outline" serving as a key guiding document for future projects [1] - By 2025, a number of national water network backbone projects are expected to be constructed, with a focus on addressing water resource allocation and urban water supply issues [1] Group 2: Project Orders and Industry Competition - Since the beginning of 2023, the company has won contracts exceeding 1.3 billion yuan, including major projects like the Guangdong Water Resource Allocation Project and the second phase of the Central Yunnan Water Diversion Project [2] - The competitive landscape for the PCCP industry shows that major water diversion projects are primarily awarded to listed companies and state-owned enterprises, highlighting the company's competitive advantage as a leading player [2] Group 3: Future Outlook and Business Development - The company anticipates sustained construction of cross-regional water diversion projects over the next decade, driven by increased investment in water resources [2] - The company achieved over 50 million yuan in revenue from new products like 3PE anti-corrosion steel pipes in 2022, with new product revenue accounting for approximately 25% of total revenue [3] - In the next 2 to 3 years, the company plans to transition towards a comprehensive technology and service provider, expanding its product offerings across various water usage categories [3]