万和电气(002543) - 2025年6月3日投资者关系活动记录表

Group 1: Growth Strategy - The company aims to enhance growth through a strategy of "stable pricing, price increases, and structural improvement" while implementing direct sales transformation in certain regions [2] - Short-term focus includes improving efficiency, cost management, and cash flow through detailed management practices [2] - Mid-term goals involve operational innovation and industry upgrades to enhance overall efficiency and effectiveness [3] - Long-term strategy emphasizes increasing R&D investment and technological development to build core competitiveness [3] Group 2: Profitability and Risk Management - The company prioritizes stable and sustainable profitability as a core strategic goal, supported by a systematic operational planning framework [2] - Cost control measures include strategic partnerships with suppliers and optimizing production processes to mitigate risks from tariff fluctuations [4] - The company maintains close communication with clients regarding tariff strategies to maximize mutual benefits [4] Group 3: Shareholder Returns and Dividends - The company is committed to balancing shareholder returns with long-term development needs, evaluating dividend policies based on multiple factors [5] - Future adjustments to dividend ratios will be assessed carefully, ensuring compliance with information disclosure obligations [5] Group 4: Online Strategy and Market Position - The company plans to clarify its online strategy for 2025, focusing on enhancing internal marketing capabilities to drive online business growth [6] - The competitive landscape in the online market is characterized by a focus on cost and efficiency [6] Group 5: Mergers and Acquisitions - The company does not rule out potential mergers and acquisitions, which will depend on strategic alignment with existing business operations [8] - Evaluation of potential targets will focus on their synergy with current operations and their ability to enhance market share and core competitiveness [8] Group 6: Internal Goals and Market Challenges - The company recognizes the shift from an incremental to a stock market in the home appliance industry, necessitating a focus on enhancing core competitiveness [8] - Emphasis is placed on stable profitability driving growth, with a priority on cash flow over profit and scale [8]