上海港湾(605598) - 上海港湾投资者关系活动记录表（暨2024年中报业绩说明会交流记录）

Group 1: Financial Performance - The company achieved a revenue of 631 million yuan in the first half of 2024, representing a year-on-year growth of 11.34% [3] - New contracts signed reached 1.187 billion yuan, marking the best performance for the same period historically, with domestic contracts totaling 252 million yuan and overseas contracts totaling 935 million yuan [3] - Southeast Asia contributed significantly with new contracts of 782 million yuan, accounting for 83.67% of overseas new contracts [3] Group 2: Market Expansion and Strategy - The company is leveraging its 15 years of overseas experience to deepen market penetration in Southeast Asia, the Middle East, and other regions [3][5] - The construction market in Indonesia is projected to reach 284.17 billion USD by 2024, with a compound annual growth rate of 7.5% [4] - The company aims to expand into Africa and Latin America while focusing on sustainable markets and attractive projects [5] Group 3: Project Involvement and Challenges - The company has participated in over 700 major geotechnical engineering projects globally, including significant infrastructure projects in Singapore, Cambodia, and Indonesia [5][8] - Challenges faced include differing standards and regulations in various countries, which the company addresses through localized operations and strong technical capabilities [8][9] - The company emphasizes the importance of early involvement in projects to mitigate risks and enhance value creation for stakeholders [6][9] Group 4: Competitive Advantage and Risk Management - The company maintains a competitive edge by focusing on market-driven strategies, technological innovation, and a skilled workforce, with over 70% of its employees being international [8] - It employs a digital management approach to enhance operational efficiency and project execution [8] - The company actively monitors macroeconomic risks and adjusts its strategies accordingly to safeguard its international operations [6][7]