赛恩斯(688480) - 赛恩斯环保股份有限公司投资者关系活动记录表

Group 1: Company Performance and Orders - The company's comprehensive solution orders have significantly increased compared to the same period last year [2] - The average settlement cycle for projects is approximately six months to one year, depending on contract terms [2] - Government projects account for about 10% of the company's total orders, with a focus on large non-ferrous enterprises [3] Group 2: Financial Health and Cash Flow - The management team is aware of the importance of cash flow, and currently, there are no cash flow issues [3] - The company is on track to achieve its operational goals, including a stock incentive target of 800 million, 1.1 billion, and 1.5 billion [2] Group 3: Business Strategy and Market Focus - The company emphasizes the development of the comprehensive solution segment, which is expected to drive continuous product sales and operational business [3] - The conversion rate of comprehensive solutions to product sales and operational projects is approximately 70% [4] - The company plans to extend its focus on heavy metal pollution control to include resource recovery in the future [5] Group 4: Impact of Economic Conditions - The current economic downturn and reduced downstream customer demand have some impact, but the effect is relatively minor due to the company's focus on heavy metal pollution control [4] - The potential increase in Zijin's business share may slightly lower the net profit margin if it involves comprehensive solutions, while operational projects may enhance the net profit margin [5] Group 5: Future Financing and Development - The company will assess the need for refinancing after the completion of its fundraising projects, in accordance with regulatory requirements and its development status [5]