NZP(601018)2023-12-27 09:08Group 1: Event Overview - The event "Institutional Investors Visit Listed Companies" was held on December 26, 2023, to enhance communication between the company and investors [2] - The event included a seminar and site visits to the exhibition hall and the port area [2][3] - A total of 35 representatives from various investment institutions participated in the event [3] Group 2: Company Development Plans - The company aims to achieve the goal of "world-class strong port" and "world-class port enterprise" by focusing on four key areas: facilities, technology, management, and service [4] - Plans include building modern hub ports, promoting smart and green port construction, and enhancing service quality to meet customer needs [4] Group 3: International Market Expansion - The company is committed to exploring international markets, particularly along the "Belt and Road" initiative, to support overseas development [5] - Investments in supply chain management companies in the UAE and Vietnam are underway to provide efficient logistics services [5] Group 4: Digitalization and Smart Port Development - The company is advancing digital and smart port initiatives, including the development of a digital collaborative control platform and automated terminal operations [5][6] - Challenges include upgrading traditional terminals to automated ones, which is more complex than building new automated terminals [6] Group 5: Financial Performance and Dividends - The company has a profit distribution policy that mandates at least 30% of distributable profits be allocated for cash dividends if net profits are positive [7] - In 2022, the company distributed a record cash dividend of 1.693 billion CNY, maintaining a 60% payout ratio over the past five years [7] Group 6: ESG Initiatives - The company has set a five-year plan for ESG (Environmental, Social, and Governance) development and aims to release its first ESG report in 2024 [8] Group 7: Future Revenue and Profit Growth - The company anticipates steady growth in revenue and profit by enhancing operational efficiency and managing costs effectively [9] - Strategies include optimizing logistics channels and expanding international trade routes to mitigate the impact of trade tensions [9] Group 8: Risk Management - The company emphasizes the importance of rational investment and awareness of risks, encouraging investors to refer to official announcements for accurate information [10]