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鲁 泰A(000726) - 000726鲁 泰A投资者关系管理信息20250430
000726LTTC(000726)2025-05-06 08:52

Group 1: Financial Performance - The net profit attributable to shareholders, excluding non-recurring gains and losses, has declined primarily due to reduced investment income from industrial investment funds and increased asset impairment losses [2][3] - The increase in asset impairment losses is mainly attributed to inventory write-downs, with provisions made based on market conditions and a cautious approach [3] Group 2: Impact of External Factors - The impact of U.S. tariffs is limited as the company's overseas base has a low percentage of products exported to the U.S. Currently, the export regions are in a 90-day buffer period, and the company is monitoring tariff policy trends closely [3] - Fair value changes are primarily due to the measurement of equity investments and other financial assets at the end of the quarter [3] Group 3: Market Performance - Domestic sales revenue showed a slight decline compared to the same period last year, while markets in Europe, America, Japan, and South Korea achieved double-digit growth, and Southeast Asia saw single-digit growth [3] - In terms of recent order status, fabric orders in April were better than in May, with a slight slowdown in customer ordering pace for May. Garment orders are performing slightly better than fabric orders [3]