鲍斯股份(300441) - 鲍斯股份调研活动信息

Business Strategy and Development - The company's compressor business is a core sector, focusing on the development and sales of screw air compressors, including screw compressor hosts and complete screw compressors [2] - The company aims to enhance its competitiveness by accelerating the development and promotion of high-end products like oil-free air compressors, aiming to replace imports and expand market share in high-end sectors [2] - The vacuum pump business is significant in the photovoltaic industry, particularly in the silicon wafer crystal pulling process, with plans to expand into other photovoltaic production stages and lithium battery fields [2][3] Financial Status - The company has sufficient funds for future investments in compressor and vacuum pump sectors, supported by good operational status and cash from the disposal of subsidiary equity [3] - The company's goodwill from acquisitions amounts to approximately 665 million yuan, with accumulated impairment provisions of about 508 million yuan, leaving a remaining goodwill of approximately 157 million yuan [3] Operational Focus - The company plans to increase research and development efforts and improve production processes for vacuum pump products, preparing for future expansions in the photovoltaic and lithium battery industries [3] - Regular annual impairment tests will be conducted on the goodwill from business combinations to determine if further impairments are necessary [3]