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佛燃能源(002911) - 2025年9月19日投资者关系活动记录表
2025-09-19 10:10
Group 1: Company Overview and Activities - The company, 佛燃能源集团股份有限公司, is involved in the production of green methanol and has a significant investment plan of 10 billion [2] - The company has established a joint venture with Hong Kong China Gas to acquire Inner Mongolia Yigao Coal Chemical Technology Co., which has achieved a production capacity of 50,000 tons of green methanol annually [2] Group 2: SOFC Development - The company has completed the assembly of a 50kW SOFC system and is currently conducting debugging work, with a 300kW demonstration project underway [3] - A total of 113 patents related to SOFC technology have been authorized, including 32 invention patents and 63 utility model patents [3] Group 3: Financial Performance - From 2017 to 2024, the company's revenue grew from 4.292 billion to 31.589 billion, with a compound annual growth rate (CAGR) of 33.00%, while net profit increased from 347 million to 853 million, with a CAGR of 13.69% [3] - In the first half of 2025, total assets reached 19.906 billion, with a year-on-year revenue increase of 8.59% to 15.338 billion and a net profit growth of 7.27% to 310 million [5] Group 4: Dividend Policy - Since its listing in November 2017, the company has maintained a stable dividend level, with cumulative cash dividends amounting to 3.088 billion, averaging over 65% of net profit [4] - In 2024, the company distributed a total of 623 million in cash dividends, accounting for 73% of net profit, and plans to consider mid-term profit distribution in 2025 [4]