联发股份(002394) - 002394联发股份投资者关系管理信息20250428

Group 1: Financial Performance - The company achieved an operating profit of 22,988.65 million CNY, representing a year-on-year growth of 16.29% [2] - The net profit reached 20,527.05 million CNY, with a year-on-year increase of 39.11% [2] Group 2: Competitive Advantages - The company possesses a complete industrial chain, significant synergy effects, advanced production equipment, mature management advantages, and leading research and technology innovation levels [1] - Strategic goals include creating a century-old enterprise, becoming an excellent supplier, building smart factories, and constructing a happy home [1] Group 3: Research and Development Strategy - The company emphasizes technological innovation to support product transformation and upgrades, aiming to reserve a batch of domestically and internationally leading new processes and technologies [2] - Plans to adjust product structure to enhance product added value [2] Group 4: Supply Chain Management - The company has established long-term stable supplier relationships and a procurement management system to ensure quality and delivery timelines [2] - Raw materials are primarily sourced through competitive bidding and a strict supplier evaluation system to reduce procurement costs [2] Group 5: Production and Inventory Management - The company adopts a sales-driven production model, producing based on sales plans or customer orders, adhering to the principle of appropriate inventory [2] - This approach helps mitigate risks of overcapacity or inventory backlog [2] Group 6: Digital Transformation - The company is advancing digital transformation through automation upgrades, MES system applications, and ERP improvements to enhance production efficiency [3] - Focus on intelligent and digital transformation of processes to improve equipment levels [3] Group 7: Market Outlook and Strategy - The textile industry is transitioning from rapid growth to high-quality development, with a focus on technology, fashion, green, and health [3] - The company plans to expand its marketing management system and explore new markets along the "Belt and Road" initiative [4]