证券代码：002372 证券简称：伟星新材 浙江伟星新型建材股份有限公司投资者关系活动记录表 编号：2024-028 | --- | --- | --- | |-----------------------|---------------------------------|-------------------------------------------------------------------------------| | 投资者关系活动类 \n别 | □新闻发布会 \n□现场参观 □其他 | √特定对象调研 □分析师会议 \n□媒体采访 □业绩说明会 \n□路演活动 | | 参与单位名称及人 | | 麦格理：黄晓龄；兴证全球基金：程奎皓。 | | 员姓名 | | | | 时间 2024 | 年 9 月 26 日 | | | 地点 公司会议室 | | | | 上市公司接待人员 | 李晓明、陈银琼 | | | 姓名 | | | | | 1 | 、请问公司各项业务的销售收入占比？ | | | 答： 2024 | 年半年度公司零售业务、工程业务销售收入占比大致为 69%:31% 。 | | | 2 | ...

Group 1: Market Demand and Business Operations - Current market demand across all business segments remains weak, with no signs of improvement [1] - Retail business primarily focuses on new home renovations, with limited engagement in the second-hand market [1] - The company has over 31,000 marketing outlets, with stable quality despite limited growth in numbers [1] Group 2: Business Expansion and Product Development - Waterproof business is progressing steadily with a "product + service" model, while the water purification segment is undergoing adjustments for optimization [1] - Integration with Zhejiang Kairui is ongoing, focusing on corporate culture, team, business, and internal control management [1] - Other product revenue growth is driven by the consolidation of Zhejiang Kairui and steady growth in the waterproof business [2] Group 3: Financial Management and Capital Expenditure - Sales expenses increased significantly in the first half of the year due to heightened brand promotion and service investments, as well as the consolidation of Zhejiang Kairui [2] - Capital expenditure is primarily for production base expansion and equipment upgrades, averaging around 200-300 million CNY annually [2] - The company aims to maintain a healthy cash flow and operational quality despite market pressures [2] Group 4: Strategic Planning and Future Outlook - Retail strategy focuses on enhancing channel construction, expanding product categories, and upgrading business models to strengthen core competitiveness [2] - Engineering business development will emphasize acquiring quality clients and projects, accelerating business model transformation, and exploring new fields [2]

证券代码：002372 证券简称：伟星新材 公告编号：2024-030 浙江伟星新型建材股份有限公司 2024年中期现金分红实施公告 1 二、现金分红方案 浙江伟星新型建材股份有限公司（以下简称"公司""我公司"）及董事会全体成员保 证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 特别提示： 1、根据《公司法》的规定，公司回购专用证券账户持有的 20,170,000 股不享有参与本 次现金分红的权利。本次现金分红方案为：以公司现有总股本剔除回购股份 20,170,000 股 后的 1,571,867,988 股为基数，向全体股东按每 10 股派发现金红利 1.00 元(含税)，分红总 金额为 157,186,798.80 元。 2、根据股票市值不变原则，实施现金分红前后公司总股本保持不变，现金分红总额分 摊到每一股的比例将减小，因此，在除权除息价格计算时，每股现金红利应以 0.0987330 元/股（每股现金红利=现金分红总额/总股本，即 0.0987330 元/股=157,186,798.80 元÷ 1,592,037,988 股）计算，则本次现金分红实施后除权除息价格=股权登记日收 ...

Group 1: Company Strategy and Management - The company emphasizes team management and tiered development influenced by its corporate culture and values, focusing on "long-term sustainable development" and "collaboration and win-win" principles [1] - In response to the current sluggish retail market, the company aims to enhance channel construction, expand product categories, and upgrade business models to strengthen core competitiveness [1] Group 2: Market Demand and Pricing - Market demand for various business segments remains weak, with no signs of improvement observed in July and August [2] - The pricing strategy for retail products generally follows a cost-plus principle, with most product prices stable, except for some adjustments due to raw material price decreases [2] Group 3: Sales Channels and Capital Expenditure - The main sales channels for retail business include home decoration companies, project managers, and direct purchases by homeowners, with a higher proportion in first and second-tier cities [2] - The company's capital expenditure is approximately 300 million yuan annually, primarily for production base expansion and equipment upgrades [2] Group 4: Future Outlook and Industry Competition - The company remains cautious regarding mergers and acquisitions, focusing on synergistic opportunities that align with its core business in "large building materials" [2] - The competitive landscape in the plastic pipe industry has intensified, with increasing challenges for small and medium-sized enterprises [2]

编号：2024-025 证券代码：002372 证券简称：伟星新材 浙江伟星新型建材股份有限公司投资者关系活动记录表 | --- | --- | --- | |------------------------------|---------------------------------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

伟星新材(002372)/建筑材 料证券研究报告/公司点评 2024 年 9 月 1 日 | --- | --- | --- | --- | --- | --- | --- | --- | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|------------|------------------------------------------------------------------------------ ...

证券代码：002372 证券简称：伟星新材 公告编号：2024-029 浙江伟星新型建材股份有限公司 关于"质量回报双提升"行动方案的公告 浙江伟星新型建材股份有限公司（以下简称"公司"）及董事会全体成员保证信息披露 的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 公司积极贯彻落实中央政治局会议提出的"要活跃资本市场、提振投资者信心"及国务 院常务会议提出的"要大力提升上市公司质量和投资价值，要采取更加有力有效措施，着力 稳市场、稳信心"的指导思想，结合自身发展战略、经营情况和财务状况，为维护公司全体 股东的利益，提振投资者信心，推动公司长期健康与可持续发展，特制定"质量回报双提升" 行动方案。具体举措如下： 一、深耕主业、创新引领、深化转型，积极推动公司持续高质量发展 公司设立于 1999 年，主要从事各类中高档新型塑料管道的制造与销售，产品涵盖三大 系列：PPR 系列产品，主要应用于建筑内冷热给水；PE 系列产品，主要应用于市政供水、采 暖、燃气、排水排污等领域；PVC 系列产品，主要应用于排水排污以及电力护套等领域。同 时，公司围绕"同心圆产品链"，积极拓展室内防水、全屋净水等业务。公司业 ...

证券代码：002372 证券简称：伟星新材 浙江伟星新型建材股份有限公司投资者关系活动记录表 编号：2024-024 | --- | --- | |----------------------|------------------------------------------------------------------------------| | | □特定对象调研 □分析师会议 | | 投资者关系活动类 | □媒体采访 □业绩说明会 | | 别 | □新闻发布会 □路演活动 | | | □现场参观 √其他：电话会议 | | | Citi：Eric Lau, Alice Cai；Polymer Capital MAN (HK)：Pan Hui、Raymond Choi | | | Alicia Zhang、Ronnie Ruan；Mass Financial Services (MFS)：Flora Chai；Avanda | | | Investment Management：David Wang；Bluecrest Capital：Tony Zhang；Bocom | | | Internatio ...

编号：2024-023 证券代码：002372 证券简称：伟星新材 浙江伟星新型建材股份有限公司投资者关系活动记录表 | --- | --- | --- | |------------------------------|-------------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

公 司 研 究 伟星新材（002372.SZ） 2024 年 08 月 26 日 扣非业绩略降，管材龙头盈利韧性强 ——公司 2024 中报点评报告 投资评级：买入（维持） | --- | --- | |--------------------|-------------| | 日期 | 2024/8/26 | | 当前股价(元) | 11.90 | | 一年最高最低(元) | 21.49/11.79 | | 总市值(亿元) | 189.45 | | 流通市值(亿元) | 175.03 | | 总股本(亿股) | 15.92 | | 流通股本(亿股) | 14.71 | | 近 3 个月换手率(%) | 27.33 | 股价走势图 伟星新材 沪深300 -40% -30% -20% -10% 0% 10% 2023-08 2023-12 2024-04 数据来源：聚源 相关研究报告 《Q1 扣非归母高增，关注"同心圆" 加 速 拓 展 — 公 司 信 息 更 新 报 告 》 -2024.4.29 《业绩稳健增长，提高分红重视股东 回馈—2023 年年报点评》-2024.4.10 《业绩环比改善，现金流延续高质 ...