Group 1: Smart Agriculture and Rural Revitalization - The company focuses on smart agriculture as part of its digital strategy, exemplified by the "Zhe Nong Yun" grain and oil future farm project, managing 10,000 acres of rice through a digital management platform [1] - The project has been recognized as an excellent case in national smart agriculture construction and reported by major media outlets during the 2024 spring plowing season [1] - The company has received awards for its contributions to rural revitalization, including the "Outstanding Practice Case" in the 2023 Best Practices for Rural Revitalization [2] Group 2: Agricultural Input Market and Competitive Landscape - The agricultural input market in China is characterized by a fragmented structure, with the supply and marketing cooperative system holding a dominant position [2] - The company benefits from macro policy advantages, talent mechanisms, industry leadership, resource branding, and channel network advantages in the agricultural input sector [2] - The company aims to increase market share by leveraging its competitive advantages as the agricultural input industry transitions to a more integrated service model [2] Group 3: Financial Performance and Stock Buyback - As of April 2025, the company has repurchased approximately 11.89 million shares, accounting for 2.28% of total share capital, with a total transaction amount of around 100 million yuan [4] - The company has implemented a stock buyback plan to enhance investor confidence and stabilize stock prices, with a total dividend payout exceeding 600 million yuan over the past four years [7] Group 4: New Energy Vehicle Business - In 2024, the company sold over 6,000 new energy vehicles, representing a 19% year-on-year increase and accounting for 17% of total vehicle sales [4] - The company is exploring partnerships with strong, low-risk new energy brands to expand its market presence [4] Group 5: Agricultural Social Services and Future Farms - The company has established 19 agricultural service centers in Zhejiang Province and conducted over 3,800 farmer meetings and technical promotion sessions in 2024 [5] - The "Future Farm" projects focus on the entire grain and oil industry chain, with land transfer planting areas reaching 30,000 acres [5] Group 6: Market Management and Investor Relations - The company emphasizes market management and aims to enhance its market value through quality development and investor returns, including cash dividends [7] - The company plans to optimize employee entrepreneurship mechanisms and deepen stock incentive plans to improve investor relations [7]
浙农股份(002758) - 2024年度业绩说明会投资者活动记录表