理工能科(002322) - 2024年8月23日投资者关系活动记录表

Group 1: Company Performance - The company achieved a revenue of 403.89 million yuan in the first half of 2024, representing an 18.67% year-on-year increase [2] - The net profit attributable to shareholders reached 142.55 million yuan, a significant growth of 101.97% compared to the previous year [2] - The net profit after deducting non-recurring gains and losses was 128.22 million yuan, marking a 106.10% increase year-on-year [2] Group 2: Dividend Policy - The company plans to distribute a cash dividend of 3.9 yuan per 10 shares (including tax), totaling 142 million yuan for the first half of 2024 [2] - From 2024 to 2026, the company aims to distribute at least 70% of the net profit attributable to shareholders as cash dividends, contingent on profitability and cash flow [2] Group 3: Business Segment Performance - The power software information technology segment saw rapid revenue growth due to increased power investments and product upgrades [2] - The market for power intelligent instruments experienced a slight increase in bidding volume, with a notable rise in the company's market share [2] - The environmental intelligent instruments segment showed minimal change compared to the previous year, primarily influenced by the industry's overall performance [2] Group 4: Cash Flow and Financial Management - The significant increase in operating cash flow is attributed to improved collection performance, government subsidies, and a reduction in loan disbursements by the company's subsidiaries [2] - The company has consciously reduced the lending scale of its wholly-owned small loan company as a risk control measure [2] Group 5: Product Development and Market Outlook - The portable chromatograph is a new product under development, aimed at providing efficient and precise testing in various applications [3] - The company anticipates continued revenue and margin growth in the power intelligent instruments segment due to increased collaboration within the industry [3] - The oil chromatograph monitoring market is expected to grow, driven by rising demand for high-reliability testing equipment in the context of new high-voltage projects [4]