高争民爆(002827) - 2024年5月6日投资者关系活动记录表

Group 1: Company Strategy and Market Position - The company focuses on deepening its core business in civil explosives while enhancing governance and operational standards to maximize shareholder value [1][2] - Future strategies include optimizing business structure and expanding into integrated services for civil explosives, transportation, and blasting in the western region of China [2][4] - The company aims to capture opportunities in major projects such as mining, water conservancy, and infrastructure, leveraging capital market mergers and strategic partnerships [2][3] Group 2: Financial Performance and Growth Drivers - The net profit growth in 2023 is attributed to a significant increase in demand for civil explosive materials due to key infrastructure projects in Tibet, with a notable year-on-year increase compared to 2022 [2][3] - The company reported a revenue increase from the sales of civil explosive products, with a 40% share of sales coming from locally produced explosives [4][8] - R&D investment reached 6.2% of revenue, contributing to the development of new technologies and products [4][8] Group 3: Technological Innovation and R&D - In 2023, the company initiated 8 research projects approved by the Ministry of Industry and Information Technology, and established a technology innovation center in Tibet [3][5] - The company has filed for 10 utility model patents and developed intelligent loading equipment for high-altitude conditions, achieving recognition for international advanced levels [3][5] - Collaborations with high-tech enterprises and universities have strengthened R&D capabilities, positioning the company as a leader in highland civil explosive technology [6][7] Group 4: Safety and Environmental Management - The company prioritizes safety in production, implementing strict safety protocols and achieving zero safety responsibility accidents in recent years [6][7] - Efforts are being made to enhance green production processes, reducing energy consumption and emissions in compliance with national environmental regulations [4][6] - The company is committed to integrating ESG (Environmental, Social, Governance) practices into its operations to promote sustainable development [4][6] Group 5: Market Expansion and Competitive Advantage - The marketing network covers all seven cities in Tibet and extends to provinces such as Liaoning, Heilongjiang, and Sichuan, enhancing market reach [5][6] - The company has obtained new qualifications for hazardous waste transportation, expanding its service offerings and creating new revenue streams [8] - Competitive advantages include strong governance, extensive experience in highland mining, and a comprehensive safety management system [6][7]