Zhe Kuang Heavy Industry (SZ:300837)2022-11-22 02:58Group 1: Market Overview - The mechanism sand equipment market is projected to be around 20 billion RMB annually, with the downstream mechanism sand market being a trillion-level market [2] - The penetration rate of mechanism sand applications is approximately 80% [2] Group 2: Mining Industry Trends - The integration of downstream mining began around 2010 and is expected to continue, although development is uneven across regions [2] - Mining licenses for large-scale mines can last up to 30 years, while medium-sized mines can last up to 20 years, and small mines can last up to 10 years [3] Group 3: Company Equipment and Services - The company’s equipment has no regional restrictions, allowing for sales both domestically and internationally [3] - The company provides remote after-sales service to predict faults and reduce failure rates, ensuring stable product quality [3] Group 4: Competitive Advantages - The company’s equipment is recognized for energy efficiency, high performance, and environmental friendliness, supported by a strong brand reputation [3] - Advanced data collection and analysis systems enhance equipment productivity and improve after-sales service response times [3] Group 5: International Market Expansion - The company has achieved a high market share in Cambodia and plans to expand into Indonesia and the Philippines, with potential future expansion into Africa [3] - The company is also exploring opportunities in the iron ore market and aims to enter the non-ferrous metal market in South America [3] Group 6: Raw Material Price Impact and Future Outlook - The company is closely monitoring raw material price trends and plans to adjust product prices accordingly while enhancing product capabilities [4] - Future focus areas include equipment development for various sectors such as aggregates, metal mining, and recycling [4]