Group 1: Financial Performance - The company reported a revenue of 34.504 billion yuan in 2023, a decrease of 20.32% year-on-year [2] - The net profit attributable to shareholders was 237 million yuan, down 40.93% compared to the previous year [2] - Global semiconductor sales in 2023 were approximately $520.1 billion, reflecting a year-on-year decline of 9.4%, with the Asia-Pacific region down 14.4% [1] Group 2: Market Challenges - The decline in performance was attributed to multiple factors, including continuous interest rate hikes by the Federal Reserve, restructuring of supply chains, geopolitical conflicts, and reduced downstream market demand [1] - The company is navigating a de-inventory cycle in the global semiconductor market, which is affecting recovery momentum [1] Group 3: Strategic Initiatives - The company is focusing on "innovation-driven, quality improvement, and risk control" as its operational strategy, targeting key sectors such as computing, automotive electronics, new energy, and artificial intelligence [1] - It has established partnerships with leading domestic and international manufacturers in the AI sector to provide comprehensive services [2] Group 4: Dividend Policy - The proposed dividend for 2023 is 0.85 yuan per 10 shares (including tax), totaling approximately 64.59 million yuan, with no stock dividends or capital reserve transfers planned [2] Group 5: Future Outlook - The company aims to enhance its digital transformation and application innovation to improve operational efficiency and customer service quality [3] - Plans for 2024 include focusing on core distribution business, expanding industry leadership, and enhancing supply chain efficiency [5][6]
中电港(001287) - 投资者关系活动记录表(2023年度业绩说明会)