盾安环境(002011) - 2024年5月14日投资者关系活动记录表-业绩说明会

Group 1: Financial Performance and Dividends - The company did not distribute profits for the fiscal year 2023 due to not meeting dividend distribution conditions, considering financial status and future business development needs for future profit distribution plans [1] - The company aims to enhance its profitability through strategic layout optimization and expanding market share in various product categories [3] Group 2: ESG and Environmental Governance - The company is committed to becoming a leader in "healthy and comfortable environments," focusing on energy efficiency and environmental optimization [1] - The company has released an ESG report and is continuously improving its environmental governance performance [2] Group 3: Raw Material Costs and Market Strategy - The company has implemented measures such as linked pricing mechanisms and commodity futures hedging to mitigate the impact of fluctuating raw material prices, particularly for copper, aluminum, zinc, and nickel [2] - The company has seen a recovery in order volumes from major clients, indicating a positive trend in business performance [2] Group 4: Commercial Product Development - The company has a clear plan for the development of commercial products, with progress aligning with expectations despite longer development cycles for overseas clients [2] - The company is focusing on expanding its product categories in the new energy vehicle thermal management sector, establishing partnerships with major manufacturers [4] Group 5: International Expansion and Market Presence - The company has established a factory in Thailand for nearly 16 years and is planning to expand its overseas bases based on business needs [4] - The company is actively pursuing opportunities in the low-altitude economy and exploring product applications in this field [3] Group 6: Shareholder Engagement and Market Valuation - The company’s major shareholders have not participated in margin financing activities as of the end of the first quarter [4] - The company acknowledges that its stock valuation is lower than that of peers and is taking steps to enhance shareholder returns through strategic initiatives [3]