润邦股份2025年半年度集体投资者会议问答实录

Core Viewpoint - The company is actively engaging with investors and addressing concerns regarding stock performance, operational strategies, and future growth prospects through a recent investor meeting [1][2][3] Group 1: Shareholder Engagement and Stock Performance - The company acknowledges the low stock price and the 21.26% shareholding of the major shareholder, indicating ongoing support for business development and market performance [2][3] - The company is focused on enhancing shareholder returns and is considering profit distribution plans based on actual conditions [2][3] Group 2: Financial Performance and Business Operations - In the first half of 2025, the company's revenue from shipbuilding and related equipment was 62.96 million, a significant decrease from over 300 million in the same period last year, attributed to a decline in delivery volumes [2][3] - The company has a robust order backlog and is actively pursuing new contracts in the shipbuilding sector, which is expected to be a key growth driver in the coming years [2][3] Group 3: Market Conditions and Strategic Initiatives - The company is monitoring the impact of currency fluctuations on its export business and has implemented measures such as forward foreign exchange contracts to mitigate risks [2][3] - The company is progressing with the construction of the Tongzhou Bay manufacturing base, which is anticipated to enhance production capacity in various sectors [2][3] Group 4: Future Outlook and Technological Integration - The company expresses confidence in maintaining steady growth across its business segments into 2026, supported by a stable team and sufficient orders [3] - The company is integrating artificial intelligence into its operations to improve efficiency and product quality, aiming to lead in the automation of port logistics [3]