悦达投资: 悦达投资关于2024年度业绩暨现金分红说明会召开情况的公告

Meeting Overview - The company held a performance and cash dividend briefing on May 23, 2025, from 16:00 to 17:00 via the Shanghai Stock Exchange's online platform, featuring interactions with investors [1][2]. Financial Performance - In 2024, the company reported a decrease in operating income, primarily due to the exclusion of the subsidiary Yueda Zhixing, resulting in a net profit attributable to shareholders of -72,663,870.68 yuan, a year-on-year improvement of 66,764,143.27 yuan [1][2]. - The first quarter of 2025 saw a decline in operating income by 11.87%, attributed to business transformation adjustments. Excluding the impact of Yueda Zhixing, operating income increased by 1.37 billion yuan, a growth rate of 25.08% [2]. Strategic Focus - The company plans to focus on core industries such as "new energy, new materials, and intelligent manufacturing." It aims to accelerate the development of photovoltaic and energy storage projects, enhance market share in lithium iron phosphate products, and promote technological upgrades in its manufacturing sectors [2][3]. Dividend Policy - The profit distribution plan for 2024 includes a cash dividend of 0.5 yuan per 10 shares, totaling 42,544,724.70 yuan. The company commits to a sustainable cash dividend policy, aiming for a total cash dividend of no less than 40% of the distributable profits in the following three years (2025-2027) [2][3]. Competitive Advantages - The company benefits from rich wind and solar resources in Yancheng, facilitating the development of multiple photovoltaic projects. It also leverages partnerships with state-owned platforms and maintains a comprehensive industrial chain from power generation to carbon management [2][3]. Business Transformation - The textile segment achieved significant growth, with sales of "four new" functional yarns increasing by 66.8% year-on-year, and green cotton sales rising by 59.9%. The company plans to eliminate low-end capacity and explore flexible production models [3].