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新能泰山(000720) - 新能泰山2020年7月17日投资者关系活动记录表
XNTSXNTS(SZ:000720)2022-12-04 10:44

Group 1: Company Positioning and Strategy - The company is positioned as a platform for integrating logistics services within the China Huaneng Group, focusing on the development of a smart supply chain for bulk commodities [2] - Future business directions include online and offline combined procurement and supply chain services for electric materials and other bulk commodities [3] Group 2: Supply Chain Business Focus - The main commodities in the current supply chain business include coal, steel, non-ferrous metals, electric materials, and spare parts [4] - The company aims to enhance its supply chain business scale by leveraging an internet trading platform, smart logistics, and supply chain finance [4] Group 3: Strategic Importance and Market Opportunities - Optimizing the supply chain business is strategically significant for Huaneng Group, as procurement of electric materials and spare parts constitutes a large portion of operational costs [4] - The company is exploring opportunities in the development of industrial parks, focusing on utilizing idle land owned by Huaneng Group [5] Group 4: Future Development Plans - The company plans to initiate new industrial park projects across various cities in China, with a focus on revitalizing idle land [5] - A total of 21 plots of idle land across 9 cities in regions such as Southwest, East China, North China, and South China have been identified for development [5]