宝色股份(300402) - 宝色股份调研活动信息

Group 1: Industry Trends and Market Demand - The company's products, including titanium, nickel, zirconium, tantalum, and copper alloys, are widely used in industries such as chemical, metallurgy, new energy, and marine engineering [3] - The demand for high-end special materials and non-standard pressure vessels is expected to grow due to increased investment in large refining bases and integrated refining projects [3] - The new energy sector, particularly the electric vehicle industry, is experiencing explosive growth, leading to significant demand for high-end special materials [3] - The photovoltaic industry is also rapidly developing, driven by global carbon neutrality policies, creating a substantial market for special non-standard pressure vessels [3] Group 2: Company Technology and Capabilities - The company specializes in the manufacturing of non-standard equipment using advanced materials such as titanium and nickel, with a focus on integrating these materials with advanced manufacturing technologies [4] - Over 20 years of development has positioned the company as a leading supplier in the non-standard equipment manufacturing sector, with a comprehensive range of special materials and advanced technology [4] - The company has accumulated extensive experience in design, machining, welding, and inspection technologies, ensuring a strong competitive edge [4] Group 3: Sales and Production Processes - The company primarily engages in order-based production, with long manufacturing cycles typical for large, heavy non-standard equipment [5] - Sales contracts are generally settled through a combination of advance payments, progress payments, delivery payments, and warranty funds [4] - The production cycle for the company's products typically ranges from 6 to 12 months, with potential for compression through lean management and improved coordination across the supply chain [5] Group 4: Raw Material Procurement - The main raw materials include titanium, zirconium, and nickel, procured through a "sales order-based" model, with procurement managed by a centralized logistics team [5] - The company employs a qualified supplier evaluation system to select vendors, ensuring competitive pricing through bidding and negotiation processes [5]