金盘科技(688676) - 2024年11月1日投资者关系活动记录表

Group 1: Financial Performance - The company achieved a total operating revenue of 476,810.34 million yuan from January to September 2024, with domestic sales contributing 340,232.21 million yuan and foreign sales contributing 136,578.13 million yuan [1] - Net profit attributable to shareholders reached 40,378.95 million yuan, representing a year-on-year growth of 21.17% [2] - The gross profit margin was 24.21%, an increase of 2.27 percentage points compared to the same period last year [2] Group 2: Share Buyback and Dividends - As of October 8, 2024, the company completed its share buyback plan, with a maximum repurchase price of 46.50 yuan per share and a total expenditure of 9,798.81 million yuan [1] - The company distributed a cash dividend of 4.5 yuan per 10 shares (including tax), totaling 206 million yuan, reflecting an 80% year-on-year increase in cash dividend per share [3] - The company plans to distribute profits exceeding 40% of the available distributable profits for the fiscal year 2024 [3] Group 3: Product Applications and Market Expansion - The company's transformer products are widely used in renewable energy sectors such as wind, solar, and hydrogen energy, as well as in data centers and new infrastructure [2] - Orders for data center products increased by 102% year-on-year from January to September 2024 [2] - The company has expanded its production capacity in Mexico and the U.S., with new capacity planned in Poland to support market expansion [2] Group 4: Marketing and Brand Influence - The company is focusing on global market expansion, international cooperation, and digital marketing to enhance brand influence [3] - In 2023, foreign sales orders surged to 1.991 billion yuan, a year-on-year increase of 119.18%, with overseas revenue growing by 79.54% to reach 1.177 billion yuan [3] - In the first half of 2024, foreign sales orders increased by 119.56%, with overseas revenue growing by 48.53% [3]