鑫铂股份(003038) - 投资者关系活动记录表

Financial Performance - In the first three quarters of 2024, the company experienced revenue growth without profit, with a significant loss in Q3 due to pressure from the photovoltaic industry and high fixed costs in new energy vehicle components and recycled aluminum projects [1] - The fourth quarter is expected to show improvement, with a stable increase in orders and a trend of stabilizing processing fees [2] Industry Outlook - The photovoltaic industry is projected to continue its growth trajectory despite current downturns, driven by policy support and global energy reforms [2] - The company believes that the photovoltaic sector will lead the development of green energy in the future [2] Accounts Receivable Management - The company has a low probability of bad debts as its clients are leading firms in the photovoltaic industry, and it will enhance collection efforts [2] New Projects and Orders - The new generation aluminum frame project is under construction, with trial production expected to start in May-June 2025, supported by strategic agreements with downstream clients [2] - The company is seeing a steady increase in orders for new energy vehicle projects, with significant improvements expected in production capacity and product yield in 2025 [2] Employee Incentives and Share Buyback - The company is considering employee stock incentives based on market conditions and its own situation [2] - As of January 7, 2025, the company has repurchased 5,056,100 shares, accounting for 2.07% of total share capital, with a total expenditure of approximately ¥98.6 million [2]