Group 1: Investor Relations Activity - The investor relations activity was held on June 3, 2024, at the company's conference room and online [2] - Participating institutions included Dongwu Securities, Northeast Securities, and several other investment firms [2] Group 2: Company Production Model - The company operates on a project-based model, implementing a non-standard customization approach with "sales-driven production" and "production-driven ordering" [3] - Core components are sourced through customized procurement, with the company providing design blueprints to suppliers [3] Group 3: Industry Barriers - Technical Barriers: The industry has significant technical barriers due to the complexity of integrating mechanical design, automation, and high-end equipment processing [4] - Talent Barriers: There is a scarcity of high-end talent capable of mastering multiple disciplines required in smart manufacturing [4] - Capital Barriers: High funding requirements for R&D and the complexity of production processes create financial barriers for new entrants [5] Group 4: Accounts Receivable Management - The company has seen an increase in accounts receivable due to revenue growth, with potential risks if economic conditions worsen [6] - A one-year credit period is offered to clients, with measures in place to recover overdue accounts, including legal actions if necessary [6] Group 5: Product Delivery and Strategic Focus - Delivery times vary based on project type and scale [7] - The company plans to focus on industrial mother machines and software, aiming to develop integrated solutions by 2025 [7]
机科股份(835579) - 投资者关系活动记录表