智能自控(002877) - 2023年09月14日投资者关系活动记录表

Market Overview - The domestic control valve market has a total demand of approximately 600 billion, with an annual growth rate of 5%-6% [2] - The company's overall market share in the control valve industry is around 1.5%, with over 50% of the market dominated by foreign products, especially in high-end control valves [2] Downstream Market Structure - The control valve industry serves a wide range of sectors, including energy, petrochemicals, chemicals, metallurgy, materials, environmental protection, food, and new energy, resulting in low downstream industry concentration [3] - The company's downstream industry distribution is as follows: - Petrochemical sector: approximately 65% - New energy and new materials: about 20% - Other sectors: around 15% [3] Product Characteristics - The company's main products include control valves, regulating valves, and shut-off valves, which are categorized based on their functions [3] - The company offers a full range of products that are primarily targeted at the mid-to-high-end market, focusing on product innovation and development for specific working conditions [3] - The company has established a rapid response mechanism to meet customer needs for special applications, enhancing product value and market presence [3] Maintenance and Repair Services - Maintenance and repair services account for approximately 10% of the company's revenue, representing a crucial part of the business [4] - The company provides high-quality and rapid maintenance services for its own smart control valves and for other brands, fostering trust and long-term relationships with clients [5][6] - The scale of the maintenance business has been growing steadily in recent years, with plans for increased investment in this area [7]