艾比森董事长丁彦辉投票反对自己连任,不满薪酬

Core Viewpoint - The chairman of Absen, Ding Yanhui, voted against his own re-election due to dissatisfaction with his salary, which has seen significant increases over the years [3][6]. Group 1: Chairman's Salary Discontent - Ding Yanhui cast the only dissenting vote during the board meeting on November 28, opposing his own election as chairman, citing dissatisfaction with the chairman's salary [3][6]. - His pre-tax salary for 2024 is reported at 4.36 million yuan, ranking 135th among A-share company chairmen, with a nearly sixfold increase from 730,000 yuan in 2020 to 4.36 million yuan in 2024 [9]. - The salary increase from 2023 to 2024 was approximately 51%, but excluding the employee stock plan's principal and earnings of 1.7399 million yuan, his actual salary would be 2.6157 million yuan [9]. Group 2: Personal Financial Needs - In October, Ding announced a plan to reduce his holdings by up to 3% of the company's total shares, citing "personal financial needs" as the reason for the sell-off [10]. Group 3: Company Performance Challenges - Absen's main business, LED display screens, is facing challenges, with both sales volume and price declining. The average selling price dropped from 12,300 yuan per square meter in 2022 to 9,920 yuan in 2024, and sales volume decreased from 373,800 square meters to 355,800 square meters [13]. - The company's production capacity utilization rate fell to 68%, with actual production of 217,000 square meters out of a total capacity of 320,000 square meters [13]. - For 2024, Absen reported a revenue of 3.663 billion yuan, an 8.58% year-on-year decline, and a net profit of 117 million yuan, down 62.98% year-on-year, primarily due to a shrinking domestic market [13]. Group 4: Strategic Adjustments - In response to industry challenges, Absen is shifting its strategy to focus on high-value clients and has begun to cut low-margin, long-account period businesses [14]. - The company is also pursuing a "branding + light asset + digitalization" strategy, maintaining fixed assets around 600 million yuan, significantly lower than competitors [14]. - Absen has started to explore the energy storage business since 2023, although it currently contributes minimally to revenue [14]. - In the third quarter, Absen reported a revenue of 1.053 billion yuan, a 14.5% year-on-year increase, and a net profit of approximately 69.05 million yuan, up 138.55% year-on-year [14].

Absen-艾比森董事长丁彦辉投票反对自己连任,不满薪酬 - Reportify