华达新材(605158) - 浙江华达新型材料股份有限公司投资者关系活动记录表

Group 1: Company Capacity and Projects - The current production capacity utilization rate is full, indicating strong order conditions [1] - The Nantong project has an annual designed capacity of 2.1 million tons with a total planned investment of 2.1 billion yuan. The project is progressing as planned, with some contracts signed and equipment procurement underway [1] Group 2: Financial Performance - The gross profit margin declined in 2021 and 2022 primarily due to significant fluctuations in raw material prices, high inventory costs, and increased manufacturing costs from rising energy prices [2] - The company's product output and profits have been increasing year-on-year over the past three years, indicating good operational conditions despite limited impact from the real estate sector [2] Group 3: Industry and Market Impact - The company primarily engages in the R&D, production, and sales of multifunctional colored coated boards and hot-dip galvanized sheets, serving industries such as industrial construction, home appliances, and automotive [2] - The impact of the real estate sector on the company's industry is minimal, with steady growth in product sales and profits [2] Group 4: Financial Instruments - The company's convertible bond matters are progressing as planned, with updates to be provided in relevant announcements [2]