SUNVIM(SZ:002083)2025-04-09 08:04Group 1: Company Performance and Market Position - The company has a market capitalization of approximately 40 billion, despite a profit of 300 million, indicating a low valuation compared to peers [2][3]. - The stock price has fallen below net asset value, suggesting it is severely undervalued [2][3]. - The company aims to enhance its market position through measures such as dividends, buybacks, and acquisitions [2][3]. Group 2: Revenue and Orders - The company has started accepting orders for July and August, indicating a full order book for April to June [7][18]. - Exports account for about 62% of the company's revenue, with nearly 50% of exports directed to the U.S. market [8][15]. - The domestic market revenue is projected to reach 7.4 billion in 2024, up from 6 billion in 2023 and 5 billion in 2022 [4][8]. Group 3: Impact of Tariffs and Market Strategy - The company faces a 36% tariff on products exported to the U.S., which has affected order volumes [6][16]. - To mitigate the impact of U.S. tariffs, the company is actively expanding into domestic and other international markets [6][16]. - The company has not established overseas warehouses to counteract tariff impacts [6][8]. Group 4: Shareholder Concerns and Management Responses - The management acknowledges the low stock price and is exploring strategies to improve market perception and shareholder value [2][3]. - There are concerns regarding the major shareholder's financial status and potential changes in ownership, but the current major shareholder remains unchanged [16][18]. - The company is committed to high-quality development and optimizing its asset allocation to enhance operational efficiency [5][18].