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东南网架(002135) - 2023年6月21日投资者关系活动记录表
SESPACESESPACE(SZ:002135)2023-06-21 08:16

Group 1: Company Performance - In Q1 2023, the company signed new contracts totaling RMB 34.43 billion, a year-on-year increase of 10.02% [1] - The total amount of new contracts and awarded projects reached RMB 109.30 billion, up 2.31% from the previous year [1] - The company has a solid backlog of contracts and is tracking numerous projects, laying a strong foundation for continued development [1] Group 2: Strategic Developments - The establishment of a new subsidiary, Zhejiang Southeast Future Construction Technology Co., Ltd., focuses on general contracting, steel structure subcontracting, and photovoltaic building integration [2] - The company aims to expand its business model through the "Prefabricated + EPC + BIPV" strategy, enhancing its market presence in photovoltaic building integration [2] Group 3: Market Outlook - The company is actively responding to the national "dual carbon" development strategy, expanding its photovoltaic building integration market [2] - The textile and chemical fiber industry is expected to see stable growth driven by domestic demand in real estate, automotive, and tourism sectors [3]