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恒立钻具(836942) - 投资者关系活动记录表
836942HLTOOLS(836942)2025-05-23 10:35

Group 1: Company Development Plans - The company's development plan focuses on three main areas: increasing production capacity through the new engineering rock drilling tools production base, maintaining market leadership, and expanding the share of shield and TBM tools in overall revenue [5] - The acquisition of Suzhou Aidun has extended the company's strategic layout into the upstream of the shield tool industry, enhancing material technology and aiming for new product development to increase market share and profitability [5] - The company aims to enhance overseas market development, targeting stable growth in international business and becoming a leading global manufacturer and service provider in the rock drilling tools sector [5] Group 2: Overseas Market and Product Customization - The company's products are primarily sold in overseas markets including India, Singapore, Malaysia, Sri Lanka, the Philippines, South Korea, and Japan [6] - The tools produced by the company are customized products, designed to meet diverse geological conditions and customer requirements through integrated services [7] Group 3: Customer Standards and Financial Performance - Customers determine tool replacement frequency based on geological conditions, wear rates, and excavation volumes, with significant variations across different regions [8][9] - The decline in net profit attributable to shareholders in 2024 was mainly due to a substantial reduction in non-recurring gains compared to the previous year, while revenue and net profit excluding non-recurring items showed synchronized growth [9]