JEMC(SZ:000922)2025-09-04 09:54Group 1: Company Performance and Financials - The company plans to hold regular performance exchange meetings based on regulatory requirements and actual conditions, including annual and semi-annual performance briefings [2] - The company has increased its registered capital by over 500 million, expanding its business scope to include communication and IoT equipment manufacturing [3] - The company reported a decline in revenue and profit from traditional motor business, while nuclear power business has seen growth [4] - The company’s domestic sales account for 99.56% of total revenue, while international sales account for only 0.44%, but international gross margin is significantly higher at 36.36% [10] Group 2: Market Strategy and Product Development - The company is actively conducting market research and increasing technological reserves to adapt to market demands [4][18] - The company has developed a new series of YXKK2 motors that achieve low costs and high profits, addressing the profitability issues in traditional motors [4] - The company is focusing on expanding into the hydropower industry and has established a specialized design office and sales team for this purpose [9] - The company has built the largest 30 MW permanent magnet test base in the country, which is now operational [22] Group 3: Investor Relations and Market Management - The company has implemented a market value management system and is actively monitoring market changes and stock fluctuations [5][27] - The company has a cash dividend policy of at least 30% of distributable profits annually [11] - The company has invested 180 million in digital transformation, resulting in a 35% increase in production efficiency and a 56% increase in capacity [42] Group 4: Future Outlook and Challenges - The company is optimistic about the positive impact of the new energy efficiency standards on its performance [26] - The company is facing challenges in cash flow, with a net outflow in the first half of the year but expects a net inflow in the second half [31] - The company is committed to enhancing its market presence and improving its stock performance through various strategies [30][24]