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宝色股份(300402) - 2015年12月7日投资者关系活动记录表
BAOSEBAOSE(SZ:300402)2022-12-08 01:14

Group 1: Company Overview - The company has focused on the development of non-standard special material equipment since its establishment, becoming a pioneer in the industry [3] - It has completed multiple domestic projects, transitioning product quality from mid-low end to high-end [3] - The company holds 27 patents, including 12 invention patents, and has mastered over 40 key technologies in forming, welding, non-destructive testing, and heat treatment [3] Group 2: Competitive Advantages - Core competitive advantages include first-mover advantage, technological advantage, R&D advantage, market advantage, and equipment advantage [2] - The company aims to enhance product technological content and expand application fields into strategic emerging industries such as nuclear power, military, and environmental protection [4] Group 3: Market Outlook - The non-standard special material equipment market is influenced by downstream industries like chemical, metallurgy, power, and marine engineering [4] - Despite industry pressures in 2015, structural adjustments are ongoing, and certain industries are seeing positive changes, providing new development opportunities for the special material equipment sector [4] - The "13th Five-Year Plan" period is crucial for military industry reforms, which will benefit high-end equipment manufacturing [5] Group 4: Future Strategies - The company plans to achieve traditional equipment optimization through continuous innovation and technology development [5] - It aims to incorporate high-end equipment for strategic emerging industries into its main product line and enhance its brand globally [5] - The company is working to integrate into the military market and develop special material equipment for military applications, having obtained necessary certifications [6]