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调研速递|天保基建接受多家线上投资者调研,透露多项业务要点

Core Viewpoint - Tianjin Tianbao Infrastructure Co., Ltd. held an online investor meeting on September 11, 2025, where company executives addressed various business and development plans, indicating a proactive approach to investor relations and future growth opportunities [1][2]. Investor Relations Activity Details - The investor relations activity included a performance briefing and an online collective reception day, conducted on the "Panorama Roadshow" platform from 15:00 to 17:00 on September 11, 2025. Key personnel included Chairman Hou Haixing, Independent Director Zhang Kun, CFO Zhuang Wei, and Board Secretary He Qian [2]. Business and Planning Responses - SCO Summit Revenue: The company's international apartments participated in the SCO Summit-related reception work, but no specific revenue impact was disclosed [3]. - Urban Renewal Projects: Currently, there are no urban renewal projects, but the company plans to actively explore related project sources based on strategic goals [3]. - Sales Strategy: The company aims to break traditional sales thinking by leveraging surrounding educational resources and the "Enjoy Future" brand to attract customers from urban and out-of-province areas, promoting a "future community" cultural concept [3]. - Market Value Management: The company emphasizes market value management and has developed a "Valuation Enhancement Plan," approved by the board, focusing on "value creation" and "value transmission" [3]. - Share Buyback Plan: The company will comply with disclosure obligations if a share buyback plan is initiated [3]. - Business Clarification: The company holds a 60% stake in Tianjin Zhongtian Aviation Co., which is involved in the Airbus A320 assembly line project, clarifying that its main business is real estate development and sales, not aircraft manufacturing [3]. - AI Immunity Cooperation Project: In November 2024, the company signed a cooperation agreement with Nankai University to establish an AI immunity drug platform, utilizing the R&D center project as a base [3]. - Future Planning and Stock Measures: The company aims to become a "city development operator and integrated service provider," focusing on urban real estate development while optimizing industrial operation services and investment services [3]. - Dividend Distribution: The company has distributed a total of 268 million yuan in cash dividends since its listing, with the total dividend amount for the last three years (2022-2024) being 55.4915 million yuan, accounting for 92.2% of the net profit attributable to the parent company [3]. - Stock Price Management: Management acknowledged that stock prices are influenced by various external factors and emphasized a focus on business improvement and enhanced communication with investors [3].