鑫铂股份(003038) - 投资者关系活动记录表

Group 1: Financial Performance - In the first half of 2024, the company achieved operating revenue of 4.167 billion CNY, a year-on-year increase of 47.78% [2] - Net profit for the same period was 152 million CNY, reflecting a growth of 18.88% [3] - The company's non-recurring net profit was 132 million CNY, up by 20.64% year-on-year [3] - Total shipment volume reached 186,000 tons, with approximately 90% from the photovoltaic sector, marking a 49.98% increase year-on-year [3] Group 2: Industry Trends and Strategic Adjustments - The photovoltaic industry is experiencing demand growth, but the growth rate is slowing down [3] - The company has adjusted its strategy by developing a new generation of aluminum frame materials for photovoltaic applications, aiming to reduce costs while enhancing performance [3] - The new aluminum frame project is set to commence construction in October, with expected production capacity to be achieved in the second half of next year, enhancing market competitiveness [3] Group 3: Sector Developments - The new energy vehicle sector is currently ramping up production capacity, but the pace is slower than expected due to long lead times for main engine manufacturers [3] - The company is actively working to improve product introduction for existing clients and expand its customer base, while also promoting energy storage product development [3] - As of June 2024, the first phase of the recycled aluminum project, with an annual production capacity of 200,000 tons, has been put into operation, focusing on 100% recycling and upgrading technology [3] Group 4: Shareholder Communication - Following the non-public offering release in 2023, the company will continue to strengthen communication with shareholders and comply with legal disclosure obligations [4]