上海港湾(605598) - 上海港湾投资者关系活动记录表

Financial Performance - The company reported a net profit attributable to shareholders of the listed company, excluding non-recurring gains and losses, which decreased due to share-based payment expenses of 40.1729 million yuan from the 2023 restricted stock incentive plan and employee stock ownership plan, leading to a significant increase in management expenses compared to the same period last year [1] - In the first three quarters of 2024, the company achieved new signed contracts totaling 1.874 billion yuan, with overseas new contracts accounting for 83.20% and domestic new contracts accounting for 16.80% [2][4] Market Insights - The global construction market size was approximately 15.2 trillion USD in 2023 and is projected to grow to 21.38 trillion USD by 2030, indicating a robust demand for infrastructure development [2] - The geotechnical engineering sector, which is crucial for construction quality and safety, represents about 5%-10% of the total construction market, highlighting significant market potential [3] Strategic Outlook - The company aims to leverage the rapid advancement of global industrialization and urbanization to expand its domestic and international market presence, focusing on high-value integrated services to enhance customer loyalty and achieve further growth in scale and efficiency [4][6] - The company plans to deepen its market penetration in Southeast Asia and the Middle East, capitalizing on the increasing infrastructure investment driven by government policies and economic growth in these regions [5][6] Competitive Landscape - The main competitors in the geotechnical engineering sector include Keller (UK), Menard (France), Bauer (Germany), and others, indicating a competitive market environment [3] - The company emphasizes its commitment to sustainable value creation and aims to enhance its global service capabilities and brand influence [5][6] Human Resources and Talent Management - The company has increased its investment in human resources, focusing on attracting skilled professionals to support project advancement and market growth, with nearly 70% of its workforce being foreign employees from 26 countries [6] - A talent strategy that includes stock incentives and employee ownership plans is in place to align employee interests with the company's growth objectives [6]