景津装备(603279) - 景津装备股份有限公司1月份投资者活动记录
JJHBJJHB(SH:603279)2024-02-26 10:12

Group 1: Financial Performance - The company's revenue and gross margin for filter plates and filter cloths disclosed as "accessories" in the annual report do not include sales from complete machines [1] - The net cash flow from operating activities for the first three quarters decreased year-on-year due to a reduction in customer contract prepayments and an increase in received bills, as well as higher payments for employee salaries and taxes [2] - The profit distribution plan for 2023 will not significantly impact the company's cash flow status or affect normal operations and long-term development [2] Group 2: Project Development - The "Phase II Industrialization Project for Filter Complete Equipment" is primarily aimed at producing filter press components, with a total construction period expected to be 24 months, from March 2024 to February 2026 [1] - The company has successfully acquired the state-owned land use rights for the project site on December 24, 2023 [1] Group 3: Market and Industry Insights - The company operates in a wide range of downstream application industries, including environmental protection, new energy, new materials, mining, and food, indicating that the industry does not exhibit significant cyclical characteristics [2] - The company is transitioning from a single equipment manufacturer to a complete equipment manufacturer, continuously enriching its product variety and application fields [2] Group 4: International Operations - The company has significant applications for its filter press and related equipment in the environmental sector and has exported products to multiple countries and regions [3] - In 2022, the company achieved foreign operating revenue of 272 million yuan [3]