Group 1: Company Performance and Capacity - The company's initial public offering (IPO) fundraising projects were put into production in the first half of last year, with capacity generally meeting the company's plans, although not fully released due to factors like personnel operation proficiency and market conditions [2][3] - The progress of the non-public offering project is approximately 60% complete, with only partial capacity released [3] Group 2: Cost and Pricing Strategy - The company uses actual cost accounting for raw materials, with a weighted average method for material dispatch, resulting in a lag in the impact of raw material price changes on costs and gross margins [3] Group 3: Product Technology and Market Expansion - The company has mastered the technology for offshore wind turbine main shafts and low-wind-speed main shafts, with both already being delivered in bulk [3] - There is potential for market expansion beyond main shafts, leveraging the company's accumulated technical advantages in forging, heat treatment, machining, and coating as capacity from fundraising projects continues to be released [3] Group 4: Investor Relations and Compliance - During the investor reception, the company ensured thorough communication and adhered to regulations regarding information disclosure, guaranteeing the authenticity, accuracy, completeness, timeliness, and fairness of the information disclosed [4]
金雷股份(300443) - 2017年8月30日投资者关系活动记录表