Group 1: Company Operations - The company focuses on processing various mineral resources, including both metallic (gold, silver, copper, platinum, lithium) and non-metallic minerals (phosphate, coal) [1] - The company’s equipment is capable of handling different types of minerals, with varying parameters and technical solutions based on mineral types [1] Group 2: Financial Performance - Export orders have a higher gross margin compared to domestic orders due to overseas market tax rebate policies [1] - The fluctuation in gross margin last year was primarily due to a decline in the gross margin of sand and gravel aggregate business, driven by increased market supply and competitive pressure [2] Group 3: Market Trends - The sand and gravel aggregate market has stabilized after a price decline, with future trends dependent on overall economic conditions and government project implementations [2] - The real estate sector's contraction has had some impact on the company, but there are greater market opportunities due to increasing demands for larger, state-owned, and intelligent equipment [2] Group 4: Strategic Planning - The company aims to increase the revenue share from metal mining to 70%, overseas revenue to 70%, and after-market service revenue to 70% [2] - Measures to achieve these goals include optimizing organizational structure, establishing subsidiaries, and enhancing logistics and supply chain capabilities [2] Group 5: Competitive Advantages - The company’s competitive advantages over similar overseas companies lie in cost control and service quality, achieved through refined management and procurement strategies [3] - The company employs three strategies for customer acquisition overseas: collaborating with domestic enterprises, directly engaging with overseas mining clients, and localizing operations through hiring local talent [3]
南矿集团(001360) - 2024年6月6日投资者关系活动记录表