Business Performance - In 2024, the company's revenue increased by 21% year-on-year, but profit significantly declined due to several factors [3][4]. - The gross profit margin for 2024 was reported at 22.91% [7]. Revenue Composition - The revenue breakdown for 2024 was as follows: protective products and solutions (47.64%), functional products and solutions (49.04%), and other products (3.32%) [1][2]. Strategic Development - The company adheres to a "green, lightweight, and new" development strategy, focusing on environmental sustainability, lightweight materials, and technological innovation [2]. - The company aims to deepen its penetration in the lightweight market and expand into emerging fields with significant growth potential [2]. R&D Investment - In 2024, the total R&D expenditure was 77.53 million yuan, accounting for 6.34% of total revenue [6]. - The company holds 204 domestic patents and 2 international patents, with 26 new patents added in 2024 [6]. Market Trends - The global consumer electronics industry is expected to continue its recovery in 2025, driven by AI technology and product innovation [5]. - The demand for lightweight materials is increasing across various industries, presenting significant market opportunities for carbon fiber products [2]. Customer Engagement - The company emphasizes deep service for major clients, establishing a specialized customer service team and a customer-oriented R&D system [7][8]. - Production bases have been established in various regions to enhance resource allocation and meet customer demands efficiently [8]. Investor Returns - The company has maintained a steady dividend policy, distributing cash dividends of 3.5 yuan per 10 shares in mid-2023 and 5 yuan per 10 shares for the annual distribution [9]. - For 2024, the proposed cash dividend is 1.5 yuan per 10 shares, totaling approximately 15.97 million yuan [9]. Employee Incentives - The company is evaluating the potential initiation of an employee incentive plan based on business needs and industry conditions [10].
光大同创(301387) - 深圳光大同创新材料股份有限公司投资者关系活动记录表