Group 1: Company Performance and Strategy - The company has a diversified business structure that combines stable profitability with cyclical flexibility, aiming for long-term sustainable development [2][3] - In the first half of 2024, Baowan Logistics achieved revenue of CNY 948.44 million, a year-on-year increase of 7.52%, and generated net cash flow from operations of CNY 563.75 million, up 6.80% [3] - The average warehouse utilization rate for Baowan Logistics was 87%, maintaining above 85% despite a decline in market average rental rates [3] Group 2: Market Communication and Shareholder Relations - The company emphasizes the importance of maintaining market communication and enhancing value dissemination to improve market understanding and recognition of its value [2] - The company is committed to stable returns for shareholders and aims to increase dividend levels when conditions permit, in line with regulatory requirements [3] - The company is actively monitoring market supply and demand, adjusting sales strategies accordingly to address unsold properties [3] Group 3: Future Development and Goals - The company has established a development layout focusing on modern high-end warehousing logistics as its strategic main business, supported by real estate development and integrated urban-rural development [2] - The company plans to continue optimizing its business and profit structure while pursuing transformation and upgrading to enhance core competitiveness [3] - The company will set reasonable sales targets based on regional market demands and project conditions to promote sales and inventory reduction [3]
南山控股(002314) - 2024年半年度业绩说明会暨投资者关系活动记录表