LK(SH:600388)2024-10-16 09:42Group 1: Company Performance and Projects - The company is currently working on the "200MW" project in Heilongjiang, which has received approval from the State Grid and is under construction for power transmission [2] - The La Guo Cuo Phase I and Guyana Phase I projects are in trial operation, while other overseas projects are in the construction phase [3] - The company’s thermal power environmental protection business has seen significant growth, primarily driven by new projects of 600,000 to 1,000,000 kW [3] Group 2: Strategic Adjustments and Future Outlook - The company is adjusting its overall strategy to focus on "environmental protection and mining equipment + new energy," leveraging opportunities from the Zijin Mining "oil-to-electric" and dual-carbon strategies [4] - The company is considering early redemption of convertible bonds based on market conditions and operational performance [4] - The major shareholder, Zijin Mining, expresses confidence in the company's long-term development and may increase its stake depending on market conditions [4] Group 3: Investor Engagement and Communication - The investor relations activity was held on October 16, 2024, at the Shanghai Stock Exchange Roadshow Center, featuring key executives including the President and CFO [2] - The Q&A session addressed various investor inquiries, including project timelines and business strategy adjustments, emphasizing the company's commitment to transparency and risk awareness [4]