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新威凌(871634) - 投资者关系活动记录表

Group 1: Investor Relations Activity Overview - The investor relations activity was an earnings briefing held on April 11, 2025, from 15:00 to 16:00 via an online platform [3] - Participants included investors and company representatives, such as the Chairman and General Manager, Mr. Chen Zhiqiang, and the CFO and Board Secretary, Ms. Liu Mengmei [3] Group 2: Key Factors Influencing 2024 Performance - The company's 2024 performance is driven by increased demand for zinc powder due to improved industry conditions, leading to significant growth in sales volume and operational efficiency [4] - The successful construction of projects, including a 30,000 tons/year spherical zinc base material project and a 2,000 tons/year flake zinc base material project, is expected to enhance production capacity and revenue [4] - Internal management improvements have led to enhanced operational efficiency, contributing to substantial year-on-year growth in revenue and net profit [4] Group 3: Core Competitive Advantages - The company boasts a strong technical team with over 20 years of experience in the zinc powder industry, resulting in superior R&D capabilities [4] - Production capacity is enhanced by existing bases in Hunan and Sichuan, with a new base under construction in Jiangsu, creating a synergistic production network across regions [4] - A robust customer base of over 1,000 clients, including partnerships with major global paint and coating manufacturers, strengthens the company's market position [4] - Competitive pricing is achieved through large-scale production and significant R&D investment, enhancing product value and market competitiveness [4] Group 4: Strategic Expansion Plans - The establishment of a new production base in East China aims to improve customer service capabilities, as approximately 50% of the company's revenue comes from this region [5] - Proximity to customers will reduce transportation costs and time, enhancing competitiveness and market penetration [5] - The new base will support the production of high-value alloy powders, contributing to the company's second growth curve and improving profitability [5]