森麒麟(002984) - 投资者关系活动记录表

Group 1: Company Performance and Production Capacity - The company is currently in the trial operation phase for its Morocco project, which has a capacity of 12 million passenger and light truck tires, and aims for large-scale production by 2025 [3][5][8] - The company has achieved record highs in production, sales, revenue, and profit for the first three quarters of 2024, indicating strong operational stability [6][8] - The company is actively pursuing new production capacity projects and has plans to establish eight digital smart manufacturing bases globally over the next ten years [8] Group 2: Market Expansion and Client Acquisition - The company has officially begun supplying winter tires for the Volkswagen Tiguan model, marking its entry into the high-end global supply market [3] - It has become a qualified supplier for several renowned automotive manufacturers, including Audi, Renault, and Toyota, enhancing its brand influence [3] - The company maintains close communication with clients to manage supply and demand effectively, especially in the context of rising raw material prices [6][7] Group 3: Financial Strategy and Shareholder Returns - The company has disclosed a three-year shareholder return plan, committing to a cash dividend ratio (including share buybacks) of no less than 30% for the years 2023, 2024, and 2025 [4][5] - The management emphasizes balancing shareholder returns with long-term strategic development, ensuring sustainable growth [4][5] Group 4: Future Projects and Strategic Planning - The company is progressing with its Spain project, having received environmental approval and is currently working on pre-construction permits [5][8] - The "833plus" strategic plan includes potential acquisitions of internationally recognized tire manufacturers, with ongoing discussions regarding the Dunlop brand [8]