Core Points - The construction of the Bayannur-Hangai-Victory 500 kV transmission and transformation project is progressing rapidly, with nearly a hundred builders working during the International Labor Day holiday to ensure the project is completed by June [1][5] - This project is part of the Xilin Gol League's ultra-high voltage AC and DC hybrid grid reinforcement, involving the construction of 437 new towers and 183.32 kilometers of line, scheduled to be operational by the end of June 2024 [2][3] - The project aims to enhance the transmission efficiency of clean energy from the Xilin Gol League to East China, meeting the demand for an additional 1 million kilowatts of wind power and contributing to improved air quality in the region [2][3] Construction Progress - As of now, the project has completed all foundation pouring work, with 419 towers erected, accounting for 95.8% of the total, and 171.03 kilometers of line constructed, representing 93.3% of the total [5] - The construction team is focused on ensuring safety during high-altitude operations, especially given the windy conditions typical of spring [5][4] - The project is a key initiative under the "14th Five-Year Plan," emphasizing the importance of infrastructure development in the region [4]

事件：公司公布2024 年年报，2024 年公司实现营业收入35.48亿元，同比下滑8.97%，实现归属母公司 的净利润9.50 亿元，同比下滑23.05%，扣非后的归母净利润8.92 亿元，同比下滑30.00%，基本每股收 益1.04 元。公司同时公布2025 年一季报，一季度公司实现营业收入12.13 亿元，同比增长91.47%，净利 润3.84 亿元，同比增长373.53%，扣非后的净利润3.84亿元，同比增长376.02%，基本每股收益0.42 元。 2024 年钾肥价格下行压制业绩。公司以钾肥为主业，钾肥资源储量丰富，在老挝拥有我国第一个实现 境外生产的钾肥基地，也是东南亚地区产量规模最大的钾肥企业。在稳产优产的基础上，2024 年公司 钾肥产量181.54 万吨，同比增长10.24%，再创历史新高，销量174.14 万吨，同比增长8.42%。其中四季 度产量49.17 万吨，同比增长4.62%，销量50 万吨，同比增长20.16%。价格方面，2024 年钾肥价格总体 低位运行。根据卓创资讯数据，我国氯化钾全年均价2486.65 元/吨，同比下跌17.56%。公司全年钾肥销 售均价1989.47 元 ...