塔牌集团(002233) - 2024年9月12日投资者关系活动记录表

Group 1: Environmental Business Development - In the first half of 2024, the company's environmental business revenue and profit significantly increased due to a steady rise in solid waste disposal volume, contributing positively to overall revenue and net profit [2] - The company operates several projects, including sludge disposal, aluminum ash, and contaminated soil disposal, and plans to expand its environmental disposal business [2][3] Group 2: Carbon Emission Trading Impact - The establishment of a national carbon emission trading market will include key emission industries such as cement, which is expected to create a fairer competitive environment and promote energy conservation and emission reduction [3] - The company has managed to meet its carbon quota requirements effectively, occasionally selling surplus carbon credits, indicating strong carbon management practices [3] Group 3: Cost Control Measures - The company is implementing several cost control measures, including the construction of photovoltaic power generation projects to reduce electricity costs and the use of alternative fuels to lower coal consumption [3][4] - Plans to expand the scale of alternative raw material projects aim to increase disposal income while reducing the use of limestone, clay, and iron powder [4] Group 4: Shareholder Return Planning - The company has approved a shareholder return plan for 2024-2026, committing to a cash dividend ratio of no less than 70% of net profit each year, with a minimum cash dividend of 0.45 yuan per share [4][5] - The decision is influenced by factors such as strong cash reserves, low debt levels, and the need to provide stable and predictable dividends amidst fluctuating market conditions [4][5] Group 5: Future Investment Considerations - The company is currently not considering overseas investments, such as establishing factories in Indonesia, due to geopolitical risks and changing market demands [5]