Haisum(SZ:002116)2025-05-29 08:34Group 1: Financial Performance - In Q1 2025, the company's revenue and profit declined due to factors such as the Spring Festival holiday and delayed project acceptance, resulting in a temporary year-on-year decrease [1] - New contracts signed in Q1 2025 amounted to 1.755 billion CNY, representing a year-on-year increase of 5.80%, indicating a continuation of growth in hand contracts from 2024 [1] Group 2: International Business and Orders - The company focuses on overseas markets along the "Belt and Road" initiative, with significant growth in new orders from industries such as pulp and paper, food fermentation, environmental protection, and new energy materials [2][3] - In 2024, new orders in the pulp and paper sector reached 3.199 billion CNY, a year-on-year increase of 86.96%, accounting for 37.13% of total new orders [4] - In Q1 2025, new orders in the pulp and paper sector were 840 million CNY, a year-on-year increase of 97.32%, making up 47.90% of total new orders [4] Group 3: Impact of Tariffs and Market Strategy - The company's overseas business is primarily in industrial engineering, with no direct short-term impact from U.S. tariff policies; however, long-term effects may arise if domestic exporters are affected [3] - The company plans to enhance operational efforts and focus on major clients while leveraging digital technologies to improve service levels [3] Group 4: Digital Transformation and Innovation - The company is advancing its digital transformation projects, including the "Haisense Cloud" platform, which enhances collaboration and optimizes construction processes [6] - The company aims to strengthen its digital solutions and capitalize on AI technology to drive high-quality development in the light industry [7] Group 5: Shareholder Value and Market Management - Following the issuance of market value management policies by regulatory bodies, the company has implemented several initiatives, including a restricted stock incentive plan and a cash dividend plan of 144 million CNY for 2024 [10] - The company has maintained a focus on high-quality development, with revenue and profit reaching historical highs in 2023, and continues to enhance operational efficiency and profitability [10]