鑫铂股份(003038) - 鑫铂股份调研活动信息

Group 1: Company Overview - The company is Anhui Xinbo Aluminum Industry Co., Ltd., with stock code 003038 [1] - The investor relations activity took place on August 27, 2021, at Suzhou Kaiyue Hotel [2] Group 2: Cost Advantages - The company's cost advantage is primarily in extrusion and oxidation processes, with a higher yield in the extrusion process [2] - The pricing model for raw material aluminum bars is based on "market aluminum ingot price + processing fee" [3] Group 3: Development Plans - The company plans to focus on the new energy photovoltaic industry over the next two years due to increasing demand following the national "dual carbon" goals [3] - A new project for producing 20,000 tons of high-end building aluminum profiles is underway, with a full subsidiary established [3] Group 4: Financial Strategy - The company aims to utilize capital market advantages to support expansion projects [3] - The cash flow situation is currently a challenge due to rising raw material prices and increased working capital investment [4] Group 5: Market Dynamics - The settlement model for the photovoltaic aluminum frame industry is "2+6" (2 months of account period, 6 months of acceptance) [3] - There is a downward trend in processing fees for some clients who adopt regular bidding methods [4] Group 6: Future Outlook - The company is exploring new development avenues in high-end industrial aluminum profiles and energy-efficient system windows [5] - There are no immediate plans for stock incentives, but future considerations will align with company development and compensation system establishment [5]