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东南网架(002135) - 2024年4月30日投资者关系活动记录表
SESPACESESPACE(SZ:002135)2024-04-30 09:49

Financial Performance - In 2023, the company's revenue from steel structure subcontracting was CNY 709,816.41 million, an increase of 16.93% year-on-year [1] - The total revenue from engineering contracting was CNY 234,631.17 million, a decrease of 24.39% year-on-year [1] - Revenue from chemical fiber business was CNY 319,862.20 million, an increase of 20.00% year-on-year [1] - Revenue from photovoltaic business reached CNY 9,564.80 million, a significant increase of 2140.59% [1] Business Development Strategies - The company is focusing on green low-carbon development and expanding its photovoltaic new energy business through a "prefabricated + EPC + BIPV" construction model [2][4] - Major projects include the EPC contract for the Geely Ronghe Fujian Energy Photovoltaic Power Station (contract amount CNY 84,778.3 million) and the 30MW distributed photovoltaic project in Hangzhou (contract amount CNY 144,500 million) [2] - The company aims to capture market opportunities in distributed photovoltaic power stations and develop integrated photovoltaic building products [2] Brand and Innovation Achievements - The company has completed significant projects such as the "China Sky Eye" and the Jiangmen Neutrino Detector, and has received numerous awards including 58 Luban Awards and 137 China Steel Structure Gold Awards [2][3] - In 2023, the company achieved 47 authorized intellectual property rights, including 21 national invention patents [8] Future Directions - The company plans to continue its dual-engine strategy of "EPC + No. 1 Project" and focus on high-end, branded development [3][5] - It will actively respond to national "dual carbon" goals and expand its photovoltaic building integration market [5][6] - The company is also exploring international markets, particularly in Southeast Asia, Central Asia, and South America, under the "Belt and Road" initiative [6][7] Cost Reduction and Efficiency Improvement - The company is implementing smart manufacturing to achieve cost reduction and efficiency improvement, utilizing technologies such as BIM, cloud computing, and artificial intelligence [7][9] - A new digital factory for prefabricated steel structures is being established, featuring automation and flexible production lines [9] Shareholder Returns - The company plans to repurchase shares with a budget of CNY 15,000 million to CNY 30,000 million, with a total repurchase amount of CNY 49,277,657.92 as of March 31, 2024 [10][11] - A cash dividend of CNY 1 per 10 shares (including tax) is proposed for distribution to shareholders [10]