山东矿机(002526) - 山东矿机调研活动信息

Group 1: Company Overview - The company operates in the coal machinery manufacturing industry, producing products such as hydraulic supports, scraper conveyors, and belt conveyors, with a significant market share and reputation [1] - The company has diversified into intelligent conveying equipment, focusing on large-capacity, efficient, and environmentally friendly surface belt conveyors, expanding from underground mining to surface engineering contracting [1] Group 2: Business Performance and Market Trends - Since 2017, the company has experienced steady growth due to favorable industry conditions, with a focus on improving operational efficiency and reducing costs through automation and smart equipment [2] - The coal market in China has shown a stable upward trend, with structural reforms leading to improved supply-demand relationships and stable market prices, which positively impacts the company's performance [2] Group 3: Equipment and Clientele - The company utilizes over 2,000 pieces of equipment, including CNC machine tools and plasma cutting machines, for various production processes [2] - The primary clients include local coal enterprises, coal machinery processing companies, ports, and large group companies [2] Group 4: Future Growth Strategies - The company plans to increase investment in product research and development, optimize internal management, and adjust sales strategies to enhance market share and address customer pain points [2] - The company is committed to adhering to legal requirements for fixed asset depreciation, ensuring compliance in future financial practices [3] Group 5: Internet Services and Gaming Sector - The company began engaging in internet services and gaming in 2017 to counteract declining profitability in the coal machinery sector, aiming to improve overall company value [3] - Despite initial success, the gaming sector has faced challenges due to regulatory changes and market dynamics, leading to a significant decline in revenue [3] Group 6: International Expansion - The company has been actively exploring overseas markets, establishing a dedicated trade department and increasing participation in international exhibitions, which is expected to contribute positively to future performance [4]