东南网架(002135) - 2024年6月25日投资者关系活动记录表

Group 1: Company Overview - Southeast Network Frame is a large-scale professional steel structure enterprise integrating design, manufacturing, and construction, focusing on large-span space steel structures, high-rise heavy steel structures, light steel structures, and prefabricated steel structures [1] - The company has successfully implemented key projects such as the 500-meter radio telescope "Tianyan," the 700-meter Jiangmen neutrino detector project, and the "Water Cube" national swimming center [1] Group 2: Business Transformation - Since obtaining the first-level qualification for general contracting in 2019, the company has transformed from a specialized subcontractor to a general contractor, enhancing its revenue and value-added benefits [3] - The company is developing an integrated EPC model, providing comprehensive services including design, procurement, manufacturing, and construction [3] Group 3: Renewable Energy Initiatives - The company is actively aligning with the national "dual carbon" policy, expanding into photovoltaic building integration (BIPV) business, focusing on public buildings and industrial factory rooftops [3][4] - The construction model of "prefabricated + EPC + BIPV" is being utilized to tap into the photovoltaic building integration market [4] Group 4: Market Expansion - The company is responding to the "Belt and Road" initiative with a strategy that includes four international alliances: partner alliance, industry alliance, brand alliance, and credit alliance [4] - Ongoing overseas projects include significant constructions in Venezuela, Panama, and Kazakhstan, with plans to expand into the Middle East, Southeast Asia, South America, and Africa in 2024 [4] Group 5: Financial Management - The company faces challenges with accounts receivable due to the nature of the construction industry, where payment processes can be slow [5] - Measures are being taken to enhance collection efforts, including credit assessments and legal actions against defaulting clients [5] Group 6: Convertible Bonds - The company has decided not to adjust the conversion price of its convertible bonds as of February 28, 2024, and will reassess the situation if conditions for adjustment arise in the future [5]