华通线缆(605196) - 华通线缆投资者关系活动记录表2024-024

Group 1: Company Overview - The company operates in two main sectors: wire and cable, and oil and gas services, with oil service products having a higher gross margin than cable products [3] - The profitability of the overseas cable sector is higher than that of the domestic sector, which faces intense competition due to a low industry concentration [3] Group 2: Financial Performance - The gross margin for similar products remains stable, with a rising trend observed in competitive products like pipe cables [3] - The primary capital expenditure is focused on the construction of overseas factories, with initial investments in the cable industry being relatively low [3][4] Group 3: Management and Strategy - The company has established a comprehensive management system for overseas operations to ensure coordinated development [4] - Efforts are being made to enhance remote collaboration capabilities and cultural integration through language courses [4] Group 4: Shipping and Logistics - Current shipping costs are stable, showing a price drop compared to previous periods, with adjustments based on contractual agreements with clients [5] Group 5: Share Buyback Plan - A share buyback plan was approved on November 25, 2024, but has not yet been implemented as of the end of November 2024 [5] Group 6: Risk Warning - The company advises investors to refer to official announcements on the Shanghai Stock Exchange for accurate information and to be aware of investment risks [5]