Group 1: Company Performance and Financial Health - The company reported a significant decline in new orders for 2023-2024 due to a slowdown in the renewable energy sector and increased competition, leading to a decrease in project acceptance and losses in equipment business [3] - As of mid-2025, the company’s net assets were negative, attributed to industry cycles, and it is actively addressing this situation [4] - The company is focused on improving operational performance through technology innovation, increased R&D investment, and optimizing order structures [4][5] Group 2: Shareholder Concerns and Market Response - The recent forced sale of shares by a major shareholder has negatively impacted the company's stock price and investor confidence, but it is stated that this will not affect the company's operations [4] - The company is committed to enhancing shareholder value by concentrating on core business and improving product competitiveness [4] - There are ongoing discussions about potential strategic investors, with the company promising to disclose relevant information as per regulatory requirements [5] Group 3: Future Strategies and Developments - The company aims to strengthen its core business and expand its customer base while focusing on long-term development and value creation [3][5] - Plans for collaboration with Beijing Pure Lithium New Energy are in progress, with formal agreements to be disclosed in accordance with legal requirements [5] - The company is actively advancing research and development in solid-state battery technology and applications, emphasizing a strategy of "technological breakthroughs + ecological collaboration" [5]
科恒股份(300340) - 2025年广东辖区投资者集体接待日暨辖区上市公司中报业绩说明会活动记录表