思进智能(003025) - 2023年2月14日投资者关系活动记录表

Group 1: Company Overview - The company is classified under "General Equipment Manufacturing" and specifically in "Metal Forming Machine Tool Manufacturing" [2][3] - The main products include multi-station high-speed automatic cold forming equipment, primarily used for manufacturing metal parts at room temperature [4][5] Group 2: Product Features and Advantages - Cold forming technology allows for the production of dozens to hundreds of parts per minute, improving production efficiency and saving space and labor [4] - The process enhances the mechanical properties of products, such as tensile strength, due to continuous deformation of metal materials [4] - High material utilization with minimal cutting, and the ability to process complex shapes that are difficult to cut [4] Group 3: Market Applications and Demand - Downstream applications include industries such as automotive, machinery, nuclear power, wind power, electrical, construction, electronics, military, aerospace, and petrochemicals [4][5] - The demand for non-standard shaped parts has been increasing, driving the need for cold forming equipment [4][5] Group 4: Industry Barriers - Technical barriers due to the complexity of cold forming equipment requiring long-term R&D and technical accumulation [5] - Talent barriers as skilled workers need years of practical experience to master assembly and debugging [5] - Customer barriers due to the high value of equipment, leading to cautious purchasing decisions by clients [5] Group 5: Pricing and Sales Strategy - The company employs a "cost-plus" pricing model, considering direct costs, technical value, and market factors [6] - In 2022, overseas sales increased significantly, with exports growing approximately 104.96% compared to the previous year [6] Group 6: Production Capacity and Development - The company has a high capacity utilization rate, with a new production base for multi-station high-speed precision intelligent forming equipment completed in June 2022 [8] - The company is focusing on expanding capacity and enhancing product series while increasing R&D investment for new product development [10] Group 7: Future Directions - Plans to develop intelligent, high-station, large-diameter, and environmentally friendly cold forming equipment [10] - Ongoing research in precision hot forming technology to meet domestic market needs for complex parts production [10]