GSP GROUP(SH:605088)2024-05-15 07:37Group 1: Investor Relations Activities - The report documents various investor relations activities, including specific object research, analyst meetings, and media interviews [2][3][4][5][6][7][8] - Notable participants include multiple investment firms and funds, such as Beijing Fengyan Investment and Huatai Securities [2][3][4][5][6][7][8] Group 2: Financial Performance Insights - In 2023, the company experienced a 36% negative growth in the South American market due to geopolitical instability in Brazil and Argentina, while North America showed a significant order increase [6][7] - The company plans to distribute a cash dividend of 6 yuan per 10 shares to all shareholders, reflecting a commitment to shareholder value [7] - The first quarter of 2024 saw a revenue growth of 19.9%, with net profit and gross margin also significantly improving, driven by strong performance in the US and European markets [7] Group 3: Strategic Responses to Market Conditions - The company has established a supply chain center in Malaysia to mitigate the impact of potential tariffs on exports to the US, ensuring flexibility in production capacity [6][7] - A robust budget management mechanism is in place to maximize revenue and minimize expenses, with expectations for stable overall costs in the future [7] Group 4: Non-Operating Income - The first quarter reported non-operating income of 14 million, primarily from government subsidies and financial investments [8]