鲍斯股份(300441) - 鲍斯股份调研活动信息

Group 1: Company Performance and Market Trends - The company has experienced significant growth in the first three quarters, driven by the increasing demand for domestic substitutes due to the impact of the US-China trade war and the COVID-19 pandemic, which accelerated the import substitution process [3] - The market demand for the company's products has grown, particularly in the photovoltaic and lithium battery industries, where the need for vacuum pump products has notably increased [3][4] Group 2: Product Applications and Market Share - The company's screw compressors are widely used across various industries, including light manufacturing, mining, electronics, and pharmaceuticals, with the screw compressor main engine recognized as a champion product by the Ministry of Industry and Information Technology [3][4] - The vacuum pump segment has matured, with products such as rotary vane pumps and screw vacuum pumps being applied in energy, electronics, and medical sectors, and the company has begun supplying to major photovoltaic manufacturers [4][5] Group 3: Future Development Plans - The company aims to focus on high-end manufacturing and intelligent manufacturing, strengthening its core products: compressors, vacuum pumps, and precision cutting tools, while also developing an industrial new retail platform to empower the supply chain [5]