华通线缆(605196) - 华通线缆投资者关系活动记录表2024-020

Group 1: Financial Performance - The company achieved operating revenue of 168,368.5 million yuan in Q3 2024, representing a year-on-year growth of 32.95% [2] - The net profit attributable to shareholders was 8,293.64 million yuan, with a slight increase of 1.73% compared to the previous year [2] - Total assets reached 657,400.59 million yuan, reflecting a year-on-year growth of 19.17% [2] - Net assets attributable to shareholders amounted to 306,924.37 million yuan, up by 8.15% year-on-year [2] Group 2: Market and Expansion - The company has three production facilities in Africa: Tanzania, Cameroon, and an under-construction facility in Angola, with stable development reported for the existing factories [2] - The demand in the U.S. market has been robust this year, with the company leveraging its long-standing presence and relationships to enhance market share [3] - The company is actively expanding overseas production capacity based on current orders and future plans, with ongoing capacity investment tailored to different markets [3] Group 3: Profitability and Shareholder Returns - The increase in shipping costs has had a limited impact on the company's gross margin, with pricing mechanisms effectively managing cost transmission [3] - The company is committed to enhancing shareholder returns in response to regulatory encouragement for cash dividends, while balancing business development and investor rewards [3] - Future plans include employee stock incentive programs and cash dividends to strengthen the company's positive influence in the capital market [3] Group 4: Risk Management - The company emphasizes that all information regarding external environment assessments and future plans does not constitute a substantive commitment to investors, urging rational investment and risk awareness [4]