Workflow
华利集团(300979) - 300979华利集团投资者关系管理信息20250708
HLIGHLIG(SZ:300979)2025-07-08 09:40

Group 1: Investor Relations Activities - The investor relations activity involved a specific audience survey with representatives from Invesco Great Wall Fund [2] - The meeting took place on July 7, 2025, in Shenzhen, with the company represented by Secretary Fang Lingling [2] Group 2: Impact of Tariff Policies - The impact of the latest U.S. tariff policies on the company's business remains unclear, pending further details [2] - Historically, tariff costs have been borne by brand clients (importers) and ultimately passed on to consumers [2] - The company is closely monitoring tariff policy developments and maintaining communication with clients [2] Group 3: Gross Margin Trends - In Q1 2025, the company experienced a significant increase in new customer orders year-on-year [2] - The construction and production pace of new factories has accelerated to meet rising capacity demands [2] - Initial inefficiencies in new factories due to untrained staff have impacted overall gross margins [2] - The company plans to enhance operational efficiency through improved training and deployment of smart production systems [2] Group 4: Dividend Policy - The company has a strong focus on shareholder returns, with cash dividends in 2021 accounting for approximately 89% of annual net profit [3] - Cash dividends for 2022 and 2023 were 43% and 44% of net profit, respectively, while the 2024 dividend is projected to be around 70% [3] - The company has accumulated a significant retained earnings balance of approximately 10.4 billion RMB by the end of 2024 [3] - Future dividends will balance shareholder interests with the company's development needs, especially during a peak capital expenditure period [3]