利通科技(832225) - 投资者关系活动记录表

Group 1: Investor Relations Activity - The investor relations activity took place from April 15 to April 17, 2025, in an online meeting format [3] - Attendees included various securities firms and investment funds, such as Morgan Stanley Fund and CITIC Securities [4] Group 2: Company Performance and Growth - The company reported a significant increase in Q4 2024 performance due to bulk purchases from a major international client and increased orders from existing customers [4] - The overall gross margin decreased in 2024 due to a decline in high-margin product sales, which affected the overall revenue composition [5] Group 3: Market Strategies and Product Development - The company is focusing on developing high-value products for offshore applications, particularly in the acid fracturing hose market [5] - Plans to expand into diverse markets and strengthen domestic market presence to mitigate risks from international trade policy fluctuations [6][7] Group 4: Product Lines and Innovations - The company has made progress in developing the API 17K series products, with production line design nearing completion and expected to be operational in 2025 [9] - The company has successfully completed trials for 43 types of nuclear power hoses, with plans for domestic production to replace imports [11] Group 5: Risk Management and Future Outlook - The company is actively monitoring international trade policies and maintaining communication with clients to mitigate potential impacts [6] - Investors are advised to be cautious due to uncertainties in new product development and market expansion [9][15]