Group 1: Investment Projects - The company is currently advancing its fundraising projects as planned, including factory renovations, equipment procurement, personnel recruitment, and order reserves [1] - The construction of the "annual production of 30,000 tons of high-end equipment key components precision machining project" aims to address capacity bottlenecks [1] - The project is progressing according to schedule, although it involves multiple government approvals and environmental assessments [2] Group 2: Industry Outlook - The casting industry was included in the "two high" categories for control under the 2018 Blue Sky Action Plan, with strict capacity replacement measures implemented in 2019 [2] - In 2021, the Ministry of Ecology and Environment clarified that the casting industry is no longer classified as a "two high" industry [2] - The casting and forging sectors are essential for the equipment manufacturing industry, supporting the stability of the supply chain [3] - Future market potential for the casting industry is expected to grow significantly due to supportive policies and the industry's critical role in advanced manufacturing [3]
宏德股份(301163) - 宏德股份调研活动信息