XUSHENG(SH:603305) Zheng Quan Ri Bao·2025-08-27 23:39Core Viewpoint - Ningbo Xusheng Group Co., Ltd. is actively implementing the "Quality Improvement, Efficiency Enhancement, and Return to Shareholders" action plan, focusing on optimizing its business structure and enhancing operational quality and sustainability in response to regulatory requirements and market demands [1][8]. Group 1: Business Optimization and Development - The company is centered on aluminum alloy lightweight technology, deeply engaged in the new energy vehicle sector, and is also exploring emerging fields such as energy storage and humanoid robots, achieving a dual-driven development model of "technical deepening + cross-border breakthroughs" [1][2]. - In the new energy vehicle business, the company has strengthened its foundation through technology, products, and market strategies, covering various product lines from die-casting to integrated automation solutions [2]. - The energy storage sector has seen explosive growth, with revenue reaching approximately 300 million yuan in the first half of 2025, driven by partnerships with global energy storage system integrators [2]. - In the robotics field, the company focuses on core components and has established deep collaborations with leading robotics firms, enhancing its market share and customer base through customized solutions [2]. Group 2: Capacity and Globalization - The company has made significant progress in its globalization strategy, with key milestones achieved in its overseas bases in Mexico and Thailand, enhancing its competitiveness in lightweight and high-end manufacturing [3]. - The Mexico production base is set to commence operations in June 2025, with a focus on localizing the supply chain and increasing capacity utilization through automation [3]. - The Thailand base, which broke ground in July 2025, will support the rapidly growing new energy vehicle and high-end manufacturing industries in Southeast Asia, forming a triangular production network with China and North America [3]. Group 3: Investor Returns - The company has established a stable profit distribution plan, distributing a cash dividend of 3.80 yuan per 10 shares, totaling 362 million yuan, to enhance shareholder value [4][5]. - A share repurchase plan was approved, allowing the company to buy back shares worth between 75 million and 150 million yuan to boost investor confidence and align interests among shareholders and employees [5]. Group 4: Information Disclosure and Governance - The company has maintained high standards of information disclosure, achieving an A-class rating for six consecutive years, and has implemented various channels for investor communication [6]. - The governance structure is continuously improved to ensure compliance with regulations, with recent adjustments including the cancellation of the supervisory board and amendments to the company’s articles of association [7][20]. Group 5: Future Plans - The company will continue to implement the "Quality Improvement, Efficiency Enhancement, and Return to Shareholders" action plan, focusing on core business development and emerging industries while enhancing management and profitability [8][9].