Group 1: Financial Performance - The company achieved an industrial equipment supply order of 14.41 billion RMB, a year-on-year increase of 66.78%, with new overseas orders amounting to 11.74 billion RMB [2] - Total orders reached approximately 25.59 billion RMB, including overseas orders of 18.05 billion RMB, primarily from leading domestic and international paper-making enterprises [3] Group 2: Convertible Bond Management - The adjusted conversion price for the convertible bond is set at 6.91 RMB per share, effective from August 29, 2023 [4] - The company is committed to monitoring its stock price and will comply with relevant regulations to promote the conversion of convertible bonds [6] Group 3: Future Projects and Investments - The company plans to invest in two projects in Ningguo: a "Green Environmental Protection and Sanitation Equipment Production Line" with an estimated investment of up to 6.21 billion RMB and a "30,000 tons/year Waste Lithium Battery Resource Comprehensive Utilization Project" with an estimated investment of up to 4.17 billion RMB, totaling no more than 10.38 billion RMB [5] - The company has established a working group to manage the recovery of accounts receivable from previous PPP projects, with seven exit agreements signed by the end of the reporting period [5] Group 4: Market Strategy and Growth - The company aims to enhance its core competitiveness in traditional business while focusing on developing its industrial sector, optimizing its main business structure, and accelerating the marketization of new products [4] - The company is actively pursuing market opportunities in Southeast Asia, North America, and South America, with significant market share in industrial water treatment and pulp bleaching [3]
博世科(300422) - 2023年半年度业绩说明会投资者关系活动记录表