濮阳惠成(300481) - 300481濮阳惠成投资者关系管理信息20250523

Group 1: Company Overview and Market Position - The company primarily engages in the research, production, and sales of maleic anhydride derivatives and functional material intermediates, widely used in various fields such as electronic components, electrical insulation materials, and wind power [1][2]. - The gross profit margin for maleic anhydride derivatives in 2024 is reported to be 18.56% [12]. Group 2: Financial Performance and Shareholder Returns - The company experienced a significant decline in performance, with a notable drop in profits and gross margins over recent years [3][4]. - The company has a cash reserve of 261 million yuan in accounts receivable, with measures in place to manage this risk, including strict internal controls and differentiated credit policies [5][24]. - The company has completed the process of share repurchase and cancellation, but there are currently no new repurchase plans [12]. Group 3: Future Strategies and Development Plans - The company plans to focus on optimizing its core business, upgrading technology, and enhancing resource utilization to meet high-end demand and improve product structure [9][10]. - There are ongoing research and development projects for OLED and LED materials, with continuous market-driven product development [6][7]. - The company aims to strengthen its competitive edge through sustained R&D investment and talent expansion [4][10]. Group 4: Investor Relations and Communication - The company emphasizes the importance of investor relations management, actively engaging with investors through various channels, including performance briefings and Q&A sessions [5][8]. - The company is committed to timely information disclosure and maintaining transparency regarding its operational status and future outlook [3][11].