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和邦生物(603077) - 和邦生物投资者调研接待记录表
HBCHBC(SH:603077)2024-06-19 09:07

Group 1: Company Performance - The company's stock has recently declined due to poor performance in Q1, primarily caused by falling product prices and reduced sales volume [2] - In Q2, prices for key products such as soda ash, ammonium chloride, glyphosate, and methionine have increased, leading to a significant improvement in gross profit margins [2] - The Ma Bian Yan Feng phosphate mine project is nearing completion, with current monthly output at approximately 50,000 tons, expected to reach an annual production of 1 million tons in the second half of the year [2] Group 2: Financial Outlook - The sales price for 25% grade phosphate has risen to around 700 RMB per ton, maintaining a high level [2] - Based on the current market conditions, the company anticipates a quarter-on-quarter increase in performance for Q2 compared to Q1 [2] Group 3: Dividend Policy - The company is drafting a mid-term dividend plan to enhance shareholder value and share operational success with investors [3] - A cash dividend is planned to be announced after the end of Q2, with specific details to be disclosed in future announcements [3]