鲍斯股份(300441) - 鲍斯股份调研活动信息

Group 1: Company Overview - Ningbo Baos Energy Equipment Co., Ltd. is a supplier of precision cutting tools for aerospace and military industries, serving major clients like AVIC and China Aerospace [2] - The company specializes in non-standard customized tools, with a strong ability to negotiate raw material prices due to its scale [3] Group 2: Financial Performance - In 2020, the tool business achieved a revenue of 546.49 million CNY, a year-on-year increase of 14.39% [2] - In Q1 2021, the revenue reached 164.31 million CNY, marking a significant increase of 76.64% compared to the same period last year [2] Group 3: Sales and Market Strategy - The primary sales model is direct sales, supplemented by distribution, focusing on automotive parts, aerospace, and medical sectors [3] - The company aims to become a leading player in the metal cutting tool industry within 3-5 years, with plans to enhance its product offerings from non-standard to standard tools [3] Group 4: Impact of Raw Material Prices - The rise in raw material prices has a minimal impact on the company due to its high gross margin and customized pricing strategy [3] Group 5: Coating Business Development - The nano-coating business is positioned for high growth, with three coating centers established nationwide, aiming to replace imports [3]