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龙净环保(600388) - 投资者关系活动记录表2023年度暨2024年第一季度业绩说明会
LKLK(SH:600388)2024-06-12 10:11

Group 1: Investor Relations Activities - The investor relations activity was held on June 12, 2024, from 14:00 to 15:00 at the Shanghai Stock Exchange Roadshow Center [2] - Participants included the Chairman, CEO, CFO, independent directors, and the board secretary [2] - The meeting was conducted in an interactive online format [2] Group 2: Key Questions and Responses - The company will not redeem the convertible bonds early, as per the announcement on May 8, 2024 [3] - As of May 31, 2024, the number of shareholders is 47,600 [3] - The environmental business is focused on air pollution control, with new policies providing market opportunities for upgrades and expansions [3] - The company is expanding its international business in Southeast Asia and Belt and Road Initiative countries [3] Group 3: Project Updates - The 300MW photovoltaic project in Xinjiang is completed but awaiting government shared storage completion for grid connection [4] - The 200MW wind and solar project in Heilongjiang is also completed, with grid connection pending [4] Group 4: Market and Business Outlook - The company's stock price has recently declined due to market factors, but all operations are normal without undisclosed significant matters [4] - The company is actively pursuing a dual-driven strategy of "environmental protection + new energy" to enhance profitability [4] - The company has established a 2GWh energy storage production line, with a 5GWh lithium iron phosphate battery project in trial production since January 2024 [4] Group 5: Future Investment Plans - The company plans to invest in green electricity projects and new energy mining equipment in line with Zijin Mining's five-year development plan [5] - The focus will be on environmental protection and achieving carbon neutrality goals [5]