SCMF(SZ:000731) Xin Lang Zheng Quan·2025-09-06 05:02Core Viewpoint - The company held a semi-annual performance briefing on September 5, 2025, addressing investor concerns regarding market value management, business risk response, and operational strategy adjustments [1][2]. Group 1: Investor Relations Activity - The performance briefing was conducted online and was open to all investors, featuring key company executives including the Chairman and CEO, independent directors, and the CFO [1][2]. - The company emphasized its commitment to prudent and objective responses within the scope of information disclosure [2]. Group 2: Market Value Management - The company is closely monitoring capital market dynamics and is considering hiring a professional market value management team, share buybacks, and increasing investments in the capital market and industry mergers and acquisitions [2][3]. - The company plans to research suggestions related to market value management tools in accordance with its industry realities [2][3]. Group 3: Business Risk Response - The company acknowledged that fluctuations in urea prices are normal due to various influencing factors and is implementing measures such as cost control, efficient production operations, and optimizing product structure to enhance operational quality [2][3]. - In response to the industry's downturn, the company is focusing on optimizing product structure, increasing R&D efforts, expanding market reach, and improving management processes [2][3]. Group 4: Financial Performance and Future Outlook - The company reported a decline in sales revenue and profits for 2024 due to factors such as logistics industry conditions and market competition, but anticipates a recovery with the domestic economy and logistics sector improving [3]. - The company is utilizing idle funds for structured bank deposits, with any future equity acquisition plans to be disclosed in accordance with regulations [3]. Group 5: R&D and Dividend Plans - The company plans to increase R&D expenditures by 10%, 59%, and 93% from 2022 to 2024, focusing on developing new fertilizers and high polymer membrane products [4]. - A mid-term dividend proposal was disclosed on August 26, pending approval at the temporary shareholders' meeting on September 12, with distribution expected within two months post-approval [4].