力合科技(300800) - 投资者活动记录表

Group 1: Company Overview and Market Position - Lihe Technology is a leading company in water quality monitoring, with a focus on advanced technology and equipment for environmental monitoring [1][2]. - The company has a strong competitive advantage in the "14th Five-Year Plan" period, particularly in increasing monitoring points and enriching parameters for water quality [3][4]. Group 2: Technological Advancements - The company has developed over 100 water quality indicators for efficient batch automatic monitoring, significantly reducing manual input while ensuring reliability and cost-effectiveness [5][6]. - Lihe Technology's self-developed environmental monitoring instruments can automatically monitor over 100 gas monitoring factors, including PM2.5, PM10, and various pollutants [5][6]. Group 3: Client Base and Market Demand - The primary clients for environmental monitoring services include government environmental protection departments, self-monitoring pollutant discharge enterprises, and large environmental remediation units [3][4]. - As of the end of the 13th Five-Year Plan, there were approximately 1.2 million enterprises involved in water discharge, with many requiring daily monitoring [4]. Group 4: New Business Models and Market Trends - New business models complement existing online monitoring demands, with a focus on small-scale and diffuse pollution sources requiring third-party testing services [4][5]. - The market for carbon monitoring is still developing, with ongoing research by the Ministry of Ecology and Environment to establish testing standards and pilot projects [6]. Group 5: Future Outlook - The company is well-positioned to capture market share in environmental monitoring, with a focus on integrating automated and manual monitoring systems to enhance data accuracy and reliability [5][6]. - The ongoing development of greenhouse gas monitoring solutions indicates a proactive approach to emerging market needs in carbon emissions tracking [6].