SESPACE(SZ:002135)2024-05-15 08:43Group 1: Company Vision and Strategy - The company aims to become a "leader in green buildings" and is transitioning to a general contractor model, focusing on steady growth and progress [1] - The strategic framework includes "five developments, four concepts, four persistences, two driving forces, and one spirit," aligning with national strategies [1] - The dual-engine development strategy emphasizes "EPC contracting + key projects" and domestic-international dual circulation [1] Group 2: Order Status - In Q1 2024, the company signed new contracts totaling RMB 2.432 billion, with an additional RMB 3.219 billion in orders that have been won but not yet signed [2] Group 3: Renewable Energy Initiatives - The company is actively pursuing the "dual carbon" development strategy, focusing on green and low-carbon growth through "prefabricated + EPC + BIPV" construction models [2] - In 2023, the company successfully secured major photovoltaic projects, including a contract worth RMB 84.7783 million and another worth RMB 144.5 million [2] Group 4: Chemical Fiber Business Performance - The company has a total polyester filament production capacity of 500,000 tons, with improved economic indicators and profitability due to recovering downstream demand [2] Group 5: International Market Expansion - The company is implementing a "four alliances" international strategy, focusing on regions aligned with the "Belt and Road" initiative, including the Middle East, Southeast Asia, South America, and Africa [3] - Successful overseas projects include various significant constructions in Venezuela, Panama, Mali, Singapore, Costa Rica, and Kazakhstan [3] Group 6: Convertible Bond Strategy - The company has no plans to lower the conversion price of its convertible bonds before August 28, 2024, based on confidence in its future development and intrinsic value [3]