产业链一体化转型
Search documents
北方国际:公司将继续坚持产业链一体化转型发展方向
Zheng Quan Ri Bao Wang· 2025-11-06 12:42
证券日报网讯北方国际(000065)11月6日发布公告,在公司回答调研者提问时表示,公司过去以矿山 建设类项目为主,近年来逐步由单纯EPC承包商向矿业全产业链服务商转型,业务范围由矿建延伸至采 矿运营及配套服务。通过深度参与业主生产和运维环节,公司与客户建立了更加紧密、长期的合作关 系,在项目获取和价值创造方面形成了良性循环。未来,公司将继续坚持产业链一体化转型发展方向, 巩固并扩大在矿业服务领域的核心竞争优势。 ...
北方国际(000065) - 000065北方国际投资者关系管理信息20251031
2025-10-31 15:08
Group 1: Power Operations Performance - The company's power operations segment showed stable performance in the first three quarters, with a total power generation of 289 million kWh and an average electricity price of €0.099 per kWh, resulting in a significant year-on-year increase in revenue [1] - The Croatia Senj Wind Power Project's generation met expectations, while the Laos Nam Phak Hydropower Station saw accelerated loan principal repayment and reduced interest expenses due to declining USD interest rates, leading to a substantial profit increase compared to the same period last year [1] Group 2: Future Development Strategies - The company plans to continue expanding its overseas quality power asset portfolio and explore investments in energy storage projects, enhancing the efficiency and stability of its power operations [1] - The company is actively developing new revenue channels such as green certificate trading and virtual power plants to further enhance the profitability of its power segment [1] Group 3: Cash Flow and Operational Efficiency - The company's operating cash flow has shown steady growth, attributed to a focus on risk-controlled, timely payment projects and ongoing cost reduction efforts, leading to improved cash flow quality [2] - The company has enhanced inventory turnover efficiency, contributing to the overall improvement in cash flow [2] Group 4: Mining Project Development - The company is transitioning from a pure EPC contractor to a full-service provider in the mining industry, extending its business scope to mining operations and support services, thereby establishing closer, long-term relationships with clients [2] - Future strategies include maintaining an integrated development approach in the mining sector to strengthen and expand its core competitive advantages [2] Group 5: Coal Sales Performance - The company's coal sales in Mongolia improved significantly in Q3, achieving a sales volume of 1.54 million tons, a year-on-year increase of 75% and a quarter-on-quarter increase of 32%, with both sales volume and gross profit showing notable improvement compared to the first half of the year [2]