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华润材料(301090) - 2024年3月1日投资者关系活动记录表

Group 1: Cost Control Measures - The company optimizes energy supply structure by utilizing rooftop distributed photovoltaic power generation and steam waste heat power generation projects [1] - The company locks in part of the raw material costs through hedging while optimizing raw materials without compromising quality [1] Group 2: Global Capacity Expansion - In recent years, new global production capacity is primarily located in China, with nearly 4,000 million tons of global capacity in 2023, of which China accounts for over 40% [1][2] - Export volumes are continuously increasing [1] Group 3: Production Base Considerations - The company has two major production bases located in Changzhou and Zhuhai, chosen for their proximity to raw materials and sales, as well as convenient logistics [2] Group 4: Disclosure Information - The communication activity did not involve any major information that needs to be disclosed [2]