First, the company's business situation in the first quarter of 2025?
A: In the first quarter of 2025, the company's production and sales reached a record high, with the output of aluminum sheet and foil reaching 384,600 tons, an increase of 11.58%, and the sales volume reaching 374,900 tons, an increase of 10.33%. The company unswervingly promotes the improvement of product structure with technological innovation, focuses on "improving quality and efficiency", focuses on "high-end intelligent manufacturing", lays out to seize the future track, develops and stable supply of products in new energy, automobile transportation, robots and other emerging fields, and helps the company's production and sales grow steadily.
2. How is the company's foreign trade?
A: The company's direct exports to the United States are less, and foreign trade sales in the first quarter have increased from the previous quarter, and foreign trade orders have shown a pick-up trend.
3. How is the current order in hand?
A: Over the years, the aluminum consumption season began in March, and the current order in hand has increased, which can meet the company's production schedule for one and a half months.
Iv. What is the current level of product processing fees?
A: At present, the company's product processing fees are stable and good. In the first quarter, the company and the industry raised the processing fees for CTP/PS board, can material, easy to pull cover material and other products.
5. What is the outlook of the company's production and sales scale this year?
A: The production capacity of the subsidiary Yuefeng new material will continue to be released after it is completed and put into operation. It is expected that the output of the subsidiary will still be greatly improved in 2025, and the proportion of high value-added products will be further increased and the product structure of the company will be improved. In addition, the pace of production capacity release of the company's overseas base will accelerate, which will help the company to further expand overseas markets in 2025.
6. What is the company's plan for new product development this year?
A: This year, the company will build a high-end heat treatment line, explore the production technology of high-end products such as automotive panels and aviation panels, focus on the demand for aluminum in the fields of new energy, automotive materials, semiconductors, industrial robots and low-altitude flight, and actively develop products in related fields. Expand the scale of products in related fields such as all-aluminum column robot body, drone shielding cover, radiator aluminum, soft pack battery aluminum foil, and continue to improve the company's product structure.
7. In the current macro situation, the company's production and sales still maintain rapid growth, what are the company's core advantages?
A: The company focuses on the main business, focusing on "high-end intelligent manufacturing", "low-carbon circular economy", after years of development, in the process technology, cost control, capacity scale and other aspects of the industry. The products have strong comprehensive competitiveness and rich types, and the application fields cover various production categories of the national economy. At the same time, the company is a recycled aluminum insulation application head enterprise, has successfully won the GRS4.0 global recycling standard certificate, and a variety of products have completed SGS carbon footprint checks. In the context of global carbon neutrality, recycled aluminum products have obvious low-carbon advantages and are highly attractive to domestic and foreign customers. The vigorous promotion of recycled aluminum products guides the low-carbon development of the industry while helping the company's production and sales scale steadily improve and sustainable development.
