证券代码：002743 证券简称：富煌钢构 安徽富煌钢构股份有限公司投资者关系活动记录表 编号：2020-010 | --- | --- | --- | |----------------|-------------------------|----------------------------------------------------------| | | | | | 投资者关系活动 | R | 特定对象调研 □分析师会议 | | 类别 | □媒体采访 □业绩说明会 | | | | □ 新闻发布会 □路演活动 | | | | □现场参观 □电话访谈 | | | | □ 其他 | | | 参与单位名称及 | | 浙江君弘资产、中泰资管、颐和银丰、西藏合众易晟资管、华泰 | | 人员姓名 | | 证券研究所、华安资管、京晟投资、金库骐楷资管、浙银钜鑫资 | | | | | | | | 管、沐德资管、上海天猊资管、新时代证券研究所、广东腾润投 | | | | 资、东海证券研究所、蓝盾股份、共青城胜帮资管、北京天牧资 | | | | 管、浙江永禧投资、上海偏锋投资、天惠投资、中航证券、浙江 | | | | ...

证券代码：002743 证券简称：富煌钢构 安徽富煌钢构股份有限公司投资者关系活动记录表 | --- | --- | --- | |-----------------------|--------------------------------|--------------------------------------------------------------| | | | | | 投资者关系活动 | □ | 特定对象调研 □分析师会议 | | 类别 | □ 媒体采访 □业绩说明会 | | | | □ 新闻发布会 □路演活动 | | | | □ 现场参观 | R 电话访谈 | | | □ 其他 | | | 参与单位名称及 | | 兴业证券、中银基金、太平资产、磐厚资产、晶通投资、昆顶盛 | | 人员姓名 | 资产 | | | 时间 | 2020 年 10 月 28 | 日上午 9:00-10:00 | | 地点 | 网络 | | | 上市公司接待人 员姓名 | | 财务总监杨风华、证券事务代表冯加广 | | 投资者关系活动主 | 公司财务总监就公司 | 2020 年第三季度报告季报做简要介绍；其 | ...

证券代码：002743 证券简称：富煌钢构 安徽富煌钢构股份有限公司投资者关系活动记录表 编号：2021-002 | --- | --- | --- | --- | --- | --- | --- | |---------------------------|-----------------------------------|--------------------------------------------------------------------------|-------|-------|-------|----------| | | | | | | | | | 投资者关系活动 | | √特定对象调研 □分析师会议 | | | | | | 类别 | □媒体采访 □新闻发布会 □路演活动 | □业绩说明会 | | | | | | | □现场参观 | | | | | | | | | | | | | | | | □其他 | （请文字说明其他活动内容） | | | | | | 参与单位名称及 人员姓名 | 正奇金融 双念群；万泰华瑞投资 | 聂瑞、王雪蓉；戈江投资 张琰、祝仲宽；古德基金 刘志刚； ...

证券代码：002743 证券简称：富煌钢构 安徽富煌钢构股份有限公司投资者关系活动记录表 编号：2021-004 | --- | --- | --- | --- | --- | --- | |------------------------|-------------------------------------------------------------------------------------------|-----------|------------------------------------------------|-------|-------| | | | | | | | | | ☑ 特定对象调研 | | □分析师会议 | | | | | □媒体采访 | | □业绩说明会 | | | | 投资者关系活动类别 | □新闻发布会 | □路演活动 | | | | | | □现场参观 | | | | | | | □其他（请文字说明其他活动内容） | | | | | | | 华创建筑建材：鲁星泽、郭亚新 | | | | | | | 中庚基金：周汝昂 | | | | | | | 东方证券：胡 ...

证券代码：002743 证券简称：富煌钢构 安徽富煌钢构股份有限公司投资者关系活动记录表 编号：2021-005 | --- | --- | --- | --- | --- | |------------------------------------------------------|---------------------------------|--------------------------------------------------|-------|----------------| | | | | | | | | ☑ 特定对象调研 | □分析师会议 | | | | | □媒体采访 | □业绩说明会 | | | | 投资者关系活动类别 | □新闻发布会 | □路演活动 | | | | | □现场参观 | | | | | | □其他（请文字说明其他活动内容） | | | | | 参与单位名称及人员姓名乐信投资龚德军、赤钥投资宋翔等 | | | | | | 时间 | 2021 年 11 月 2 日 | | | | | 地点 | 公司会议室 | | | | | | 公司董事长、总裁曹靖； | ...

证券代码：002743 证券简称：富煌钢构 安徽富煌钢构股份有限公司投资者关系活动记录表 | --- | --- | --- | --- | --- | |------------------------|---------------------------------|--------------------------------------------------|--------|----------------------| | | | | 编号： | 2021-006 | | | ☑ 特定对象调研 | □分析师会议 | | | | | □媒体采访 | □业绩说明会 | | | | 投资者关系活动类别 | □新闻发布会 | □路演活动 | | | | | □现场参观 | | | | | | □其他（请文字说明其他活动内容） | | | | | | 申银万国 戴铭余 | | | | | 参与单位名称及人员姓名 | 乐信投资 龚兆骏、王艺国 | | | | | | 拓牌资产 尹骅、郑朝阳 | | | | | 时间 | 2021 年 11 月 18 日 | | | | | 地点 | 公司会议室 | | ...

Group 1: Company Overview and Capacity - The main business of Anhui Fuhuang Steel Structure Co., Ltd. includes steel structure design, manufacturing, installation, and EPC general contracting [1] - In 2021, the company signed new sales contracts totaling approximately RMB 559,118.76 million, representing a year-on-year growth of 4.43% [1] - Current production capacity is around 35 million tons, with an additional 25 million tons under construction, aiming for a total capacity of 60 million tons upon completion [1] Group 2: Impact of Steel Price Increase - The rise in steel prices in the first half of 2021 has a mixed impact on the company, but it is generally seen as beneficial for the long-term development of the industry [2] - The top five listed companies in the steel structure market account for only about 5% to 6% of revenue and production, indicating a low market concentration [2] - Smaller steel structure manufacturers face increased operational risks and declining market survival ability due to rising upstream prices, leading to natural elimination in a competitive market [2] Group 3: Strategic Advantages of New Bases - The "Henan Xixia" model involves joint investment with local steel enterprises, enhancing product sales and reducing transportation costs due to the advantageous location of the Henan Nanyang base [2] - The company has previously invested in a 50,000-ton capacity plant in Jiangxi, with the current 150,000-ton capacity expansion being a collaborative effort with local government [2] Group 4: Leadership and Future Strategy - The new president, Pan Jingfeng, focuses on enhancing corporate governance and strategic layout while maintaining a primary focus on steel structure manufacturing [3] - The company aims to increase the proportion of steel structure processing and selectively undertake high-quality EPC projects to improve revenue and profit quality [3] - Plans include optimizing production processes, reducing energy consumption, and advancing digital transformation for sustainable development [3]

证券代码：002743 证券简称：富煌钢构 安徽富煌钢构股份有限公司投资者关系活动记录表 编号：2022-002 | --- | --- | --- | --- | |------------------------|-----------------------------------|----------------------------------------------------------------------------|------------------| | | | | | | | ☑ 特定对象调研 □媒体采访 | □分析师会议 □业绩说明会 | | | 投资者关系活动类别 | □新闻发布会 | □路演活动 | | | | □现场参观 | | | | | | □其他（请文字说明其他活动内容） | | | | 国盛证券 | 何亚轩、廖文强；银华基金 | 张伯伦；汇添富 | | 参与单位名称及人员姓名 | 基金 华泰柏瑞基金 | 徐逸舟；上海丹羿投资 韩登科；华宝基金 王鹏； 博道基金 钱程；财通资管 | 刘娇； 康艺 | | 时间 | 馨；诺德基金 2022 年 2 月 10 日 | 黄 ...

Financial Performance - The company's operating revenue for the first half of 2022 was approximately ¥2.38 billion, a slight decrease of 0.07% compared to ¥2.38 billion in the same period last year[19]. - The net profit attributable to shareholders for the first half of 2022 was approximately ¥40.87 million, representing a decline of 38.74% from ¥66.72 million in the previous year[19]. - The basic earnings per share decreased by 40.00% to ¥0.09 from ¥0.15 in the same period last year[19]. - The company's operating revenue for the reporting period was ¥2,381,176,299.42, a slight decrease of 0.07% compared to ¥2,382,827,811.98 in the same period last year[40]. - The steel structure industry accounted for 87.34% of total revenue, with a revenue of ¥2,079,806,422.68, down 2.67% year-on-year[42]. - The company's gross profit margin in the steel structure industry was 11.28%, a decrease of 0.68% compared to the previous year[43]. - The company's total equity as of June 30, 2022, was CNY 3,112,434,996.38, compared to CNY 3,103,145,735.62 at the start of the year, showing a slight increase of approximately 0.30%[128]. Cash Flow and Liquidity - The net cash flow from operating activities improved significantly to approximately ¥210.99 million, compared to a negative cash flow of ¥228.22 million in the same period last year, marking a 192.45% increase[19]. - The cash flow from operating activities showed a significant improvement, with a net cash inflow of ¥210,989,689.31, compared to a net outflow of ¥228,217,077.68 in the previous year, marking a 192.45% increase[40]. - The cash and cash equivalents increased by ¥119,926,240.62, a 209.45% improvement from a decrease of ¥109,574,769.49 in the same period last year[40]. - The cash and cash equivalents at the end of the first half of 2022 stood at ¥540,368,050.92, down from ¥889,736,344.93 at the end of the first half of 2021[142]. - The net cash flow from investment activities was -¥7,304,173.98 in the first half of 2022, an improvement from -¥27,291,413.71 in the first half of 2021[141]. Assets and Liabilities - Total assets at the end of the reporting period increased by 2.15% to approximately ¥10.30 billion, up from ¥10.08 billion at the end of the previous year[19]. - The company's total assets included contract assets of ¥3,876,772,041.84, which represented 37.64% of total assets, an increase from 34.19% year-on-year[46]. - Total liabilities increased to CNY 7,187,341,613.19 from CNY 6,980,035,934.58, marking an increase of about 2.98%[128]. - The total current assets amounted to CNY 8,405,422,755.35, an increase from CNY 8,110,365,182.01 at the beginning of the year, reflecting a growth of approximately 3.63%[126]. Business Operations - The company continues to focus on the design, manufacturing, and installation of steel structures, with a business model driven by orders[26]. - The company is positioned as a key player in the steel structure industry, capable of undertaking various types of construction projects including industrial plants and high-rise buildings[26]. - The company has developed a diverse product range including heavy and light steel structures, as well as high-end wooden doors, catering to large-scale construction needs[26]. - The company employs a "design, manufacturing, and installation" integrated business model, enhancing its competitive advantage in the steel structure field[30]. - The marketing system covers the entire country, with a focus on strategic and major clients, ensuring rapid growth in the East China region and stable development in Central South China[34]. Shareholder and Governance - The company plans not to distribute cash dividends or issue bonus shares for the reporting period[6]. - The controlling shareholder, Anhui Fuhuang Construction, has committed not to transfer or entrust the management of its shares for 36 months from the date of the company's stock listing[80]. - The actual controller, Yang Junbin, has pledged not to transfer or entrust the management of indirectly held shares for 36 months from the date of the company's stock listing, with a maximum annual transfer limit of 25% during his tenure[80]. - The company held its annual shareholders' meeting with a participation rate of 33.70% on May 16, 2022[65]. Risks and Challenges - The company faces risks related to economic cycles and macroeconomic policies, which could impact its main business performance[59]. - The company is exposed to raw material price fluctuations, particularly in steel, which significantly affects product costs[60]. - The company has a high asset-liability ratio compared to industry peers, which poses financing and repayment risks[61]. - The company is expanding its operations, increasing management demands and risks associated with decision-making and operational implementation[62]. Employee and Social Responsibility - The company emphasizes talent development, fostering a supportive environment and focusing on cultivating a team of management and technical professionals[36]. - The company actively engages in social welfare activities, including assistance for education, poverty alleviation, and support for the elderly[77]. - The company plans to continue enhancing its efforts in protecting shareholder and employee rights, environmental protection, and social responsibility in the second half of 2022[77]. Financial Reporting and Compliance - The semi-annual financial report has not been audited[86]. - The company did not experience any major litigation or arbitration matters during the reporting period[88]. - The company has not reported any new product developments or technological advancements in this period[105]. - The financial statements are prepared based on the assumption of going concern, with no significant doubts regarding the company's ability to continue operations for the next 12 months[174].

Financial Performance - The company's operating revenue for Q1 2022 was ¥1,025,325,914.46, representing a 9.12% increase compared to ¥939,642,605.10 in the same period last year[4] - Net profit attributable to shareholders was ¥14,072,905.88, up 11.88% from ¥12,578,638.70 year-on-year[4] - The company reported a 23.33% increase in net profit after deducting non-recurring gains and losses, reaching ¥13,215,449.57 compared to ¥10,715,304.63 last year[4] - In Q1 2022, the company reported a net profit of CNY 14,505,779.22, an increase from CNY 13,110,933.42 in Q1 2021, representing a growth of approximately 10.6%[20] - The operating profit for Q1 2022 was CNY 17,115,113.40, compared to CNY 12,720,584.27 in the same period last year, indicating a year-over-year increase of about 34.5%[20] - The company’s total profit for Q1 2022 was CNY 17,182,314.78, compared to CNY 12,565,471.62 in Q1 2021, reflecting an increase of approximately 36.5%[20] Cash Flow and Liquidity - The net cash flow from operating activities improved significantly to ¥82,896,510.40, a 130.58% increase from a negative cash flow of -¥271,094,124.23 in the previous year[9] - The net increase in cash and cash equivalents was ¥60,466,462.62, a 124.25% improvement from a decrease of -¥249,306,094.39 in the same period last year[9] - The cash and cash equivalents at the end of Q1 2022 were CNY 480,908,272.92, down from CNY 750,005,020.03 at the end of Q1 2021[25] - The company’s total cash outflow from financing activities in Q1 2022 was CNY 532,758,720.56, compared to CNY 498,207,578.34 in Q1 2021, indicating an increase of about 6.9%[25] Assets and Liabilities - The company's total assets at the end of the reporting period were ¥10,177,087,428.60, a 0.93% increase from ¥10,083,181,670.20 at the end of the previous year[5] - The total assets as of March 31, 2022, amounted to CNY 10,177,087,428.60, compared to CNY 10,083,181,670.20 at the beginning of the year, showing a slight increase[17] - Total liabilities increased to CNY 7,059,586,324.45 from CNY 6,980,035,934.58, reflecting a rise of approximately 1.1%[17] - The equity attributable to shareholders of the parent company was CNY 3,066,090,574.30, up from CNY 3,052,168,079.09, indicating a growth of about 0.5%[17] Expenses - The total operating costs for the first quarter of 2022 were CNY 1,014,214,462.79, up from CNY 933,457,064.22, reflecting a year-over-year increase of 8.7%[19] - The company incurred research and development expenses of CNY 31,196,444.84 in Q1 2022, compared to CNY 27,913,212.85 in Q1 2021, marking an increase of about 11.5%[20] - The company’s financial expenses in Q1 2022 totaled CNY 41,388,477.78, up from CNY 33,271,144.55 in Q1 2021, which is an increase of approximately 24.5%[20] - The company reported a 43.73% increase in selling expenses, amounting to ¥11,111,391.65 compared to ¥7,730,666.28 in the previous year, attributed to increased sales and operational costs[8] Shareholder Information - The total number of ordinary shareholders at the end of the reporting period was 23,751[10] - The basic and diluted earnings per share for Q1 2022 were both CNY 0.03, compared to CNY 0.04 in Q1 2021[21] Future Outlook - Future outlook includes potential market expansion and new product development strategies, although detailed plans were not specified in the available data[19]