Group 1: Financial Performance - The company reported a revenue structure where environmental restoration solutions accounted for 97.55% of total revenue in 2023, while technical services contributed 2.11% and sales of restoration products made up 0.34% [4] - In 2023, the company secured new orders worth 1.731 billion yuan, with a backlog of 1.407 billion yuan by the end of the year [6][10] - The company experienced a decline in revenue and profit in the first quarter of 2024, attributed to an increase in accounts receivable aging leading to higher credit impairment provisions [5] Group 2: Business Strategy and Development - The company aims to maintain core competitiveness through continuous technological innovation while actively expanding into new business areas such as mine restoration and groundwater pollution control [4][13] - The company plans to focus on traditional business while exploring new types of environmental restoration projects to support national ecological civilization construction [4][13] - The company has implemented measures to improve project collection and debt recovery, assigning dedicated personnel to manage receivables [8][11] Group 3: Market and Stock Performance - The company's stock price has dropped approximately 60% since its peak in August of the previous year, influenced by macroeconomic conditions and investor expectations [6][12] - The company emphasizes that stock price fluctuations are affected by multiple factors, including company performance and external economic conditions [10][12] - The company has committed to distributing dividends at no less than 30% of the annual distributable profit since its listing in 2021 [7] Group 4: Investor Relations and Communication - The company actively engages with investors through various activities, including online earnings presentations and analyst meetings [2][3] - The management has been responsive to investor concerns regarding stock performance and has reiterated its commitment to enhancing value creation [5][12] - The company assures that it operates in compliance with regulations and has not faced any inquiries or penalties from regulatory bodies [9][10]
建工修复(300958) - 2024年6月6日投资者关系活动记录表