华通线缆(605196) - 华通线缆投资者关系活动记录表2024-023

Group 1: Company Overview and Global Expansion - The company has been exploring overseas markets since 2005, establishing production facilities in Africa, Asia, and America, with a mature overseas development strategy [4]. - Production bases have been set up in Tanzania and Cameroon to serve local markets and surrounding regions, enhancing supply stability for North American clients through facilities in Busan, South Korea, and Panama [4]. - An additional production base is under construction in Angola, further strengthening the company's overseas competitive advantage [4]. Group 2: Product Differentiation - The smart pipe cable products integrate oil pipe and cable functionalities, significantly improving operational efficiency for oil service companies [5]. - The main differences between smart pipe cables and traditional products lie in production processes and technologies rather than raw materials [5]. Group 3: Industry Competition and Strategy - The domestic cable industry is characterized by low concentration and intense competition, while developed countries exhibit higher concentration with competition focused on specific products [5]. - The company aims to maintain competitiveness through a global strategy that balances domestic and international markets, focusing on both developed and emerging markets [5]. Group 4: Expansion Strategy and Risk Management - The company has a strategic capacity planning in place for both domestic and international markets, avoiding rapid expansion that could lead to resource dilution [6]. - Clear strategic goals and priorities are established to concentrate resources on key areas and core markets, ensuring effective management and monitoring of projects [6]. - Investors are advised to refer to official announcements on the Shanghai Stock Exchange for accurate company information and to be aware of investment risks [6].