章源钨业(002378) - 章源钨业投资者关系管理信息

Production and Resource Management - In the first half of 2024, the company produced 1,791.88 tons of tungsten concentrate (65% grade) and 414.86 tons of tin metal (100% grade), with a year-on-year growth of 6.28% [1] - The company completed resource verification and reporting for the Taoxikeng tungsten mine and Dongfeng exploration rights, and is finalizing the integration of the Xin'anzi tungsten-tin mine and Longtan exploration rights [1] - The company has added two new exploration rights: Gaosha and Tanjiaoli, enhancing resource integration potential [2] Cost and Supply Chain - The company's self-sufficiency rate for raw materials is approximately 20%, with the remainder sourced externally [2] - The company has established strict supplier management protocols to ensure stable supply of key raw materials [2] Sales Performance - In the first half of 2024, tungsten powder sales decreased by 16.34% to 1,849.82 tons, while tungsten carbide powder sales fell by 4.80% to 2,494.79 tons [2] - The company achieved a 20.12% increase in hard alloy sales, totaling 618.23 tons, and a significant rise in coated blade sales to 11.67 million pieces [3] Revenue Growth - Ganzhou Aoketai reported a revenue of 30,646.50 million yuan in the first half of 2024, marking a year-on-year growth of 27.33% [3] - The sales revenue from coated blades reached 18,508.36 million yuan, while bar sales revenue was 11,176.68 million yuan, both showing significant growth [3] Strategic Development - The company aims to enhance resource exploration and mining efficiency through intelligent construction and technology upgrades [4] - Plans include expanding production capacity for high-value-added products and developing a sustainable production system [4] - The company is focusing on high-end brand development in key industries such as aerospace and renewable energy [4]