高争民爆(002827) - 2023年5月5日投资者关系活动记录表

Group 1: Financial Performance - The company's revenue for 2022 increased by approximately 20% compared to the previous year, attributed to the full construction of the Sichuan-Tibet Railway and new business contracts in the blasting sector [2][3] - For 2023, the company expects to achieve a revenue of 1.4 billion CNY and a total profit of 110 million CNY, which are internal management control indicators and not profit forecasts [3] Group 2: Industry Outlook and Strategy - The company aims to enhance its core technology research and development, focusing on sustainable high-quality development in the blasting industry [4] - Future strategies include strengthening integration with upstream and downstream enterprises in the blasting industry, promoting a service-oriented manufacturing upgrade, and aligning with national development plans [3][4] Group 3: Competitive Landscape - The company has a production capacity of 12,000 tons of emulsified explosives, with a joint venture expected to complete its production line in 2023 [4] - There are over 140 companies engaged in blasting services in Tibet, indicating a competitive market environment [4] Group 4: Safety Management - The company emphasizes safety as a core theme for sustainable development, implementing comprehensive safety management systems and training programs [5] - In 2022, the company adopted a safety production philosophy stating "without safety, there is nothing," and achieved a secondary standard for safety production [5] Group 5: Collaborations and Future Plans - The company is collaborating with third parties to develop high-altitude tunnel and mining blasting equipment, with initial testing already conducted [5][6] - Future plans include expanding cooperation with major infrastructure and mining companies in Tibet [6]