明阳电气(301291) - 2023年9月6日投资者关系活动记录表

Financial Performance - The company achieved a revenue of 1.899 billion RMB in the first half of 2023, representing a year-on-year increase of 65% [1] - The net profit attributable to shareholders reached 163 million RMB, with a year-on-year growth of 71% [1] - The weighted average return on equity was 15.47%, an increase of 2.75% compared to the previous year [1] Technological Advancements - The company has a strong R&D team and capabilities, maintaining a leading position in high-end product innovation [2] - The offshore boosting system technology has reached an internationally advanced level, applied in over 30 offshore wind farms [2] - The company plans to develop higher voltage GIS products and transformers ranging from 220kV to 500kV, enhancing its product structure and technological advantages [2] Product Development - Products above 110kV, including GIS and transformers, have completed development and testing, with shipping capabilities pending expansion of production capacity [2] - Current orders are primarily concentrated in the renewable energy and new infrastructure sectors, including photovoltaic power, onshore wind, energy storage, and offshore wind [2] Dividend Distribution - The company plans to distribute a cash dividend of 0.8 RMB per 10 shares, totaling 24.976 million RMB, subject to shareholder approval [2]