上海建科(603153) - 上海建科集团股份有限公司投资者关系活动记录表

Group 1: Company Overview - Shanghai JianKe Group focuses on engineering consulting and testing services, emphasizing technological innovation and professional technical services [2][3] - The company has a strong brand recognition, being the first in Shanghai to receive the "Shanghai Brand" certification [3] - The workforce is highly qualified, with over 60% of employees holding mid-level or higher professional qualifications, and over 80% having a master's degree or above [4] Group 2: Business Segments and Services - Main business segments include engineering consulting, testing and technical services, and environmental engineering [3][5] - The company has participated in numerous landmark projects, including airports and high-rise buildings, accumulating extensive technical experience [3] - The testing services cover a wide range of areas, including construction materials, structural safety, and environmental assessments [4] Group 3: Market Position and Client Base - The company serves over 20,000 clients, with major contributions from infrastructure investment and large state-owned enterprises, accounting for over 70% of revenue [5][6] - The top five clients contribute approximately 11% to the overall revenue [5] - The company has established a nationwide presence with subsidiaries in key regions, including the Yangtze River Delta and Beijing-Tianjin-Hebei [5][6] Group 4: Financial Performance and Accounts Receivable - The company experiences seasonal cash flow patterns, with approximately 35% of receivables collected in the first half of the year and 65% in the second half [6] - As of the 2023 semi-annual report, accounts receivable amounted to 1.531 billion CNY, with 75% due within one year [6] - The company faces challenges in receivables collection due to local government financial pressures, but long-term impacts on business are not expected [6] Group 5: Future Plans and Strategic Focus - During the 14th Five-Year Plan, the company aims to focus on carbon neutrality, urban renewal, and digital transformation [7] - Plans include expanding into infrastructure and new construction sectors, particularly in ecological and municipal projects [7] - The company will actively pursue mergers and acquisitions in non-residential construction sectors to enhance its testing and inspection business [7]