Group 1: Company Overview and Financial Performance - The company, Hangzhou Kaida Catalytic Metal Materials Co., Ltd., held its 2023 annual performance briefing via the "Investor Relations Interactive Platform" on May 10, 2024 [1][2]. - The company reported a significant decline in the prices of precious metals, with rhodium dropping from approximately CNY 3.1 million per kg to CNY 1.1 million per kg, and palladium from CNY 460,000 per kg to CNY 300,000 per kg during the reporting period [6]. Group 2: Market and Stock Performance - The company acknowledged that stock prices are influenced by various factors, including macroeconomic conditions and market sentiment, which have led to fluctuations in stock performance [4][7]. - The company plans to distribute a cash dividend of CNY 1.35 per 10 shares (tax included), pending approval from the shareholders' meeting [7]. Group 3: Operational Strategies and Challenges - The company employs a "sales-driven production and order-based procurement" model to mitigate inventory risks, but still needs to maintain a portion of precious metal inventory for production [6]. - The company is focusing on enhancing its research and development capabilities, collaborating with institutions like Central South University, and has established a postdoctoral workstation [10]. Group 4: Product Development and Market Position - The hydrogen fuel cell platinum-based catalyst is currently in the pilot production stage, with plans for gradual market entry as performance metrics improve [6][12]. - The company is actively monitoring the market for petrochemical catalysts, particularly in light of the import substitution trends following sanctions on Russia [5]. Group 5: Investor Relations and Communication - The company is committed to maintaining transparent communication with investors and addressing their concerns regarding market performance and company strategies [4][10]. - The management emphasizes a long-term sustainable development approach, aiming to enhance investor returns through stable cash dividend policies and improved governance [4][7].
凯大催化(830974) - 投资者关系活动记录表