鑫铂股份(003038) - 鑫铂股份投资者关系活动记录表

Group 1: Financial Performance - In Q1-Q3 2024, the company reported revenue of 6.186 billion CNY, a year-on-year increase of 31.23% [2] - Net profit for the same period was 136 million CNY, a decrease of 35.65% year-on-year [2] - The shipment volume in Q3 2024 was 92,000 tons, with a total shipment of 278,000 tons in the first three quarters, up 36.48% from 203,700 tons in the previous year [2] Group 2: Challenges and Responses - The company faces challenges due to declining processing fees in the photovoltaic industry and underutilization in new energy vehicle components and recycled aluminum projects [2] - To address these challenges, the company is innovating production technology, improving efficiency, and expanding customer channels [2] - The new energy vehicle business has improved production efficiency, with the yield rate increasing from 50% at the beginning of the year to 70% [2] Group 3: Future Projects and Developments - The company is advancing its Malaysia project, aiming for production by June 2025 [2] - A new generation of photovoltaic aluminum frames is under construction, expected to reduce aluminum usage while enhancing performance [2] - The first phase of the overseas project includes a 60,000-ton aluminum frame project, with relevant licenses expected by the end of the year [3] Group 4: Market Position and Competitive Advantage - The new generation aluminum frame technology reduces production costs by approximately 7%-10% compared to similar market products [3] - The company has secured bulk orders and is actively promoting the new product to leading customers [3] - The integration of recycled aluminum projects is expected to further lower raw material costs and enhance competitive advantages [2]