力合科技(300800) - 投资者关系活动记录表

Group 1: Company Overview and Market Position - Lihe Technology has a competitive advantage in water quality monitoring, being one of the first 38 national engineering research centers recognized for advanced technology and equipment in this field [2] - The company has a market share exceeding 40% in the construction or renovation of surface water monitoring stations during the 13th Five-Year Plan [2] - Lihe Technology has developed a comprehensive environmental monitoring system, including air, water, and soil, and is expanding into consulting services [3] Group 2: Business Development and Strategy - The company is shifting from manufacturing environmental monitoring instruments to providing advanced detection services and data analysis [3] - Lihe Technology is actively pursuing high-end market demands and overall solution marketing, focusing on urban environmental monitoring consulting services [3] - The company has established demonstration projects in various regions, enhancing its market presence and laying a foundation for future growth [3] Group 3: Regulatory Environment and Market Opportunities - The implementation of the Pollutant Discharge Permit Management Regulations in March 2021 mandates that polluting units must conduct self-monitoring or hire third-party agencies [4] - As of 2017, there were approximately 3.58 million fixed emission sources in China, with over 1.2 million water pollution outlets, indicating a significant market for monitoring services [4] - The demand for environmental monitoring consulting services is expected to grow due to the vertical reform of environmental monitoring and the need for local environmental protection departments to oversee pollution sources [4] Group 4: Financial and Operational Metrics - As of the end of the previous year, Lihe Technology employed 949 people, with 13.17% in R&D and 63.22% in operational maintenance [5] - R&D expenses amounted to 42.36 million yuan, representing 7.02% of operating revenue, an increase from 6.69% in the previous year [5] - The company is enhancing its capabilities in automatic monitoring technologies, achieving over 100 water quality indicators for automatic monitoring [4][5] Group 5: Future Outlook and Industry Trends - The company is well-positioned to benefit from the ongoing development of modern ecological environment monitoring systems and the increasing regulatory requirements [6] - The national and provincial ecological environment protection plans are expected to drive demand for environmental monitoring equipment and services [6] - The focus on carbon peak and carbon neutrality is creating new market opportunities for monitoring and measurement technologies [5][6]