万通发展举行投资者说明会 管理层回应“转型不会受近期突发事件影响”

Core Viewpoint - The company is strategically shifting away from traditional real estate operations towards communication and digital technology sectors, reaffirming its commitment to this transformation despite recent events involving its actual controller [2][12]. Financial Performance - For the first half of the year, the company expects a net loss attributable to shareholders between 22 million to 33 million yuan, an improvement compared to a loss of 79.13 million yuan in the same period last year [5]. - The company reported net losses of 330 million yuan and 498 million yuan for the years 2023 and 2024, respectively [12]. Strategic Acquisition - The company plans to invest 854 million yuan to acquire a 62.98% stake in Shudao Technology, which focuses on high-speed interconnect chip design and development [6][10]. - Shudao Technology, established in February 2021, has not yet turned a profit, with projected revenues of 15.81 million yuan, 32.38 million yuan, and 16.28 million yuan for the years 2023, 2024, and 2025, respectively, and net losses of 62.57 million yuan, 138 million yuan, and 35.98 million yuan [10]. Management's Perspective - The management emphasizes that the investigation involving the actual controller will not impact the company's daily operations or the acquisition of Shudao Technology [6][10]. - The CEO highlighted the potential of Shudao Technology in addressing critical technology challenges and the growing market for high-speed interconnect chips, particularly with the rise of artificial intelligence [10][11]. Future Outlook - The company has ceased planning for new real estate projects since 2015 and aims to focus on digital technology, optimizing resource allocation towards new productive capacities [12][14]. - The management plans to leverage the company's financial platform and resources to support Shudao Technology's growth in high-end interconnect chip development [14].