Group 1: Company Performance and Financial Overview - The company experienced rapid growth from 2015 to 2022, with revenue milestones of over 3 billion in 2020, 3.5 billion in 2021, 4 billion in 2022, 5 billion in 2023, and 6 billion in 2024, indicating a steady growth trend [1] - In 2023 and 2024, overall gross margin declined, leading to a decrease in net profit due to market demand fluctuations, intensified competition, and cost changes [1] - The company's asset-liability ratio is expected to remain at a reasonable level, with asset growth primarily driven by construction projects and liabilities increasing due to contract liabilities from unfinished projects [2] Group 2: Business Composition and Future Outlook - The proportion of power engineering construction in the business structure increased to 54.78% in 2024, while the share of power consulting and design decreased to 24.16% [2] - Future business focus will include high-voltage power design and new energy design, with stable demand for substations and distribution rooms, and increased demand for photovoltaic and energy storage facilities [2] - The company plans to develop comprehensive energy services centered around "solar-storage-charging," including energy efficiency management and carbon services, targeting various user segments [3] Group 3: Strategic Planning and Industry Trends - The 14th Five-Year Plan emphasizes achieving carbon peak targets and establishing a clean, low-carbon, safe, and efficient new energy system by the end of the plan [2] - The company aims to accelerate the development of strategic emerging industries, increase the proportion of new energy supply, and promote green and low-carbon energy consumption [2] - The company is also focusing on innovative products like the "remote online capacity measurement system for batteries" to drive new business growth across various sectors [3]
经纬股份(301390) - 301390经纬股份投资者关系管理信息20251031