Group 1: Company Overview - The main products and services include dynamic pressure oil film sliding bearings, wind power sliding bearings, high-speed permanent magnet motor products, and industrial transmission services, focusing on energy generation, industrial drive, petrochemicals, and marine vessels [2] - The company’s sliding bearing products are widely used in major equipment and high-precision devices such as heavy gas turbines, large steam turbines, wind power generation equipment, efficient compressors, high-speed motors, pumps, and gearboxes, serving as critical basic components [2] Group 2: Development Strategy - The company has established a "one core, two wings" development strategy, where "one core" refers to industrial sliding bearings as the core industry, continuously improving product quality and manufacturing technology to achieve efficient and low-cost manufacturing advantages [2] - The "two wings" involve expanding into international markets and developing new product markets, accelerating international layout, and actively embracing emerging industries such as new energy and semiconductors [2] Group 3: Competitive Landscape - The dynamic pressure oil film sliding bearing industry has a relatively low overall market concentration, indicating a fragmented competitive landscape [2] Group 4: International Sales Performance - The company’s international business, including direct exports and supporting international clients in domestic factories, has maintained rapid growth in recent years [3][4] - In 2024, the company plans to establish a European center to enhance market share, with international customer sales showing positive performance and an increasing sales proportion [4]
崇德科技(301548) - 2024年12月5日投资者关系活动记录表