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力合科技(300800) - 2023年5月26日投资者关系活动记录表

Group 1: Company Overview and Market Position - Lihe Technology has a market share of approximately 10% in the water quality monitoring sector, showcasing a competitive advantage in this field [2] - The company is focusing on developing solutions for specific pollutants and enhancing system functionalities to solidify its market share [2] - In the gas monitoring sector, the company is implementing differentiated market strategies to address current demand trends [2] Group 2: Financial Performance and Challenges - The company's gross profit margin has declined due to increased market competition and falling sales prices, with a notable impact from tightened fiscal funding in the past two years [2] - As of the end of 2022, the company had signed contracts worth 969 million yuan that were yet to be fulfilled [3] - The payment cycle for government projects is generally around 60% upon completion of installation, with the remaining amount taking over six months, indicating a low risk of bad debts [3] Group 3: Future Development and Strategic Planning - The company plans to increase R&D investments to enhance its core competitiveness in advanced detection technologies [4] - The introduction of the National Water Network Construction Plan is expected to generate more industry demand, benefiting the company [4] - Future development will focus on expanding gas monitoring business, transitioning from manufacturing to service-oriented operations, and broadening the application of general instruments [4]