Guangzhou KDT machinery (SZ:002833)2023-01-31 23:24Group 1: Company Overview - The company is Guangzhou Hongya Numerical Control Machinery Co., Ltd., with stock code 002833 and convertible bond code 127041 [1][2]. - The investor relations activity took place on January 30, 2023, at the company meeting room [2]. Group 2: Supply Chain and Production - The company has achieved domestic substitution of precision components, with over 70 countries served globally, and has completed the import substitution of precision components by 2022 [2][3]. - The self-manufacturing rate of key components, such as machine frames and shells, has significantly increased since the establishment of an in-house machining factory in 2020 [3]. Group 3: Market and Product Development - The real estate sector faced a significant downturn in 2021 and 2022 due to the pandemic and funding issues, but recovery is expected in 2023 with favorable policies and improved construction rates [3]. - The company plans to introduce new products, including dual-station CNC drilling centers and intelligent packaging lines, to meet market demands for more flexible and intelligent solutions [3]. Group 4: International Expansion - The company has established stable long-term relationships with overseas distributors and aims to expand its market share in Europe and the United States through its Italian subsidiary [3].