Group 1: Customer Distribution - The distribution of downstream customers shows that wind power equipment components account for approximately 60% of total sales, while power equipment components and medical device components each represent around 10% [2][3] - Injection molding machine components also constitute about 10% of the customer distribution, indicating overall stability in customer distribution [3] Group 2: Pricing Mechanism - The company's pricing mechanism is divided into two categories: one based on fluctuations in international raw material prices, and the other determined by market conditions, cost factors, and order demand [3] Group 3: Equipment and Customization - The company utilizes CNC machine tools, including CNC boring and milling machines, gantry machining centers, horizontal machining centers, CNC lathes, and turning-milling composite machining centers, with most being general-purpose machines [3] - The products manufactured are non-standard customized castings tailored to meet specific technical requirements of different customers [3] Group 4: Future Plans and Incentives - The company is actively promoting fundraising projects and accelerating technical upgrades in workshops to achieve full production capacity [4] - There is a cautious approach towards heavy asset investments in offshore wind power, with plans to adjust development strategies based on market changes [3] - The company is considering an equity incentive plan as it continues to recruit talent to match new capacity enhancements [4] Group 5: Operational Status - The return-to-work situation after the Lunar New Year is progressing as expected, with production proceeding in an orderly manner [4]
宏德股份(301163) - 宏德股份调研活动信息