伟星股份(002003) - 2024年12月5日投资者关系活动记录表

Group 1: Company Performance and Orders - The company's order intake has shown a gradual decline in growth rate in the second half of the year compared to the first half, influenced by cautious ordering from downstream brand clients due to consumer sentiment [2] - The company has been actively expanding its global strategy, establishing a robust marketing network and accelerating the construction of production bases [2] - The Vietnam industrial park was completed and put into operation in March 2024, focusing on client inspections, process optimization, and employee training, resulting in limited actual orders this year [2] Group 2: Capacity and Production Plans - The company is currently implementing two domestic fundraising projects, with plans to complete them in 2025 and 2026 [2] - The overseas capacity utilization rate is currently lower than domestic levels but is on an upward trend, with the Bangladesh industrial park facing longer ramp-up times due to cultural differences [3] - The company expects the gross profit margin of overseas industrial parks to be similar to domestic levels once they are fully operational [3] Group 3: Future Strategies and Incentives - The company has launched five phases of equity incentive plans and will consider further measures to motivate key teams for sustainable long-term development [3] - Future capital expenditures will focus on global strategy and smart manufacturing, with an emphasis on the implementation of fundraising projects [3] - The company aims to enhance its competitive advantage by responding quickly to international brand clients' needs and improving product quality [3] Group 4: Financial Policies and Profitability - The company's gross profit margin will be influenced by various factors, including raw material costs and product structure, with a commitment to sustainable and reasonable profit levels [4] - The company maintains a consistent dividend policy, considering annual profits, future development needs, and shareholder interests when formulating profit distribution plans [4]