潍柴动力(000338) - 2024年7月17日投资者关系活动记录表(二)
2024-07-17 10:32

Group 1: Business Performance - The company's smart logistics business continued to show strong growth in Q1 2024, with revenue and adjusted EBIT increasing to €230 million. The adjusted EBIT margin reached 7.9%, up 2.3 percentage points from the same period last year [1] - The profitability of the two main segments, industrial vehicles and services, has significantly improved, driven by growth in service business and project management optimization [1] Group 2: Future Outlook - The company anticipates stable supply and demand for natural gas heavy-duty engines, supported by adequate natural gas supply and improved infrastructure, which is expected to gradually increase the penetration rate of natural gas heavy-duty vehicles [1] - The company has launched a new generation of 13L/15L/17L gas-powered products, enhancing product competitiveness and aiming to lead industry transformation and upgrades [3] Group 3: Dividend Policy - The company maintains a high dividend payout frequency, distributing dividends twice a year with a cash dividend ratio of 50% in 2023, amounting to ¥4.5 billion, positioning it among the top in the industry [3] - Future dividend policies will be formulated considering business needs, cash flow, and investor expectations, ensuring continued value creation for shareholders [3]