TJK INTELLIGENT(SZ:300823)2023-06-25 08:18Group 1: Company Performance - In 2022, the company achieved operating revenue of 437.29 million CNY and a net profit attributable to shareholders of 35.44 million CNY, with a net profit of 34.14 million CNY after deducting non-recurring gains and losses [1] - In Q1 2023, the company reported operating revenue of 95.30 million CNY, a year-on-year increase of 0.77%, and a net profit attributable to shareholders of 13.21 million CNY, a year-on-year increase of 6.60% [2] Group 2: Market Potential - The domestic market for CNC rebar processing equipment currently utilizes only about 10% of the total rebar processed, while developed countries like Europe and the US have over 80% [2] - With a projected increase in CNC rebar processing equipment usage to 30%, the market scale could exceed 10 billion CNY [2] Group 3: Export and Market Reach - The company has exported products to over 100 countries, including Japan, South Korea, and various countries along the Belt and Road Initiative, with export revenue accounting for 28.88% of total operating revenue in 2022 [3] Group 4: Competitive Advantages - The company has established a strong R&D team and a comprehensive management system, leading to numerous patents and a solid foundation for market expansion [3] - Product performance has reached advanced domestic levels, with some products meeting international standards, while maintaining competitive pricing compared to foreign counterparts [4] - The company emphasizes quality management, adhering to ISO9001:2015 standards, ensuring high-quality products and customer satisfaction [4] Group 5: Cost and Human Resource Management - The company has implemented a strict cost control system across all stages, from R&D to production, effectively reducing material waste and production costs [5] - A strong focus on talent management has led to a stable workforce, with many employees having over 10 years of experience, contributing to a culture of innovation and excellence [5]