On March 13, Yuefeng Aluminum accepted some investment institutions on-site investigation. During the research period, Yuefeng Aluminum said: in the face of the demand of emerging fields such as robots and low-altitude economy, there have been products such as all-aluminum column robot body (column, big arm, small arm), drone shielding cover, radiator aluminum, soft battery aluminum foil and other products have been supplied to the market. Since the beginning of the year, the company and the industry CTP/PS board, can material, easy to pull cover material and other products, a ton of processing fees increased from 200-1000 yuan.
I. The company's 2024 business review?
A: In 2024, the company's annual cumulative sales of aluminum plate and foil products reached 1.45 million tons, an increase of more than 16%. According to the downstream application areas, the proportion of products in the field of new energy, electronic appliances, automobiles and transportation increased by about 5%, and the product structure continued to optimize while the production and sales growth was high.
Second, how will the company plan for new product development in 2025?
A: The company's future development focus will be transformed into "improving quality and efficiency", focusing on the two key areas of "high-end intelligent manufacturing" and "low-carbon circular economy", unswervingly rebuilding product value with technological innovation, laying out the future track, and actively creating the second growth curve. In the face of the needs of emerging fields such as robots and low-altitude economy, products such as all-aluminum column robot body (column, big arm, small arm), drone shielding cover, radiator aluminum, and soft battery aluminum foil have been supplied to the market.
Third, what measures does the company have to ensure high-quality development in the future?
A: The company will create an advanced manufacturing benchmark through its subsidiary Yuefeng New Material "Aluminum Industrial Park Project for Automotive and green Energy", invest in the construction of air cushion furnaces, chemical lines, roller bottom furnaces and other high-end equipment to meet the high-performance requirements of 10,000 to 100,000 yuan per ton processing cost of aluminum products in the fields of robotics, low-altitude economy, aerospace and military industries, new energy, automotive exterior panels and other fields, and enrich high-end product lines. Accelerate the transformation and upgrading of Mingtai Aluminum to high-end, and strive to account for more than 30% of high-end products.
4. What is the current level of industry processing fees?
A: At the beginning of this year, the company and the industry CTP/PS board, can material, easy to pull cover material and other products, a ton of processing fees increased from 200 to 1000 yuan.
Fifth, Can the company's recycled aluminum grade protection application scale continue to expand in 2025?
A: The implementation of the EU carbon border tax policy is approaching, and the company's recycled aluminum products have greater advantages in carbon emission reduction, and will unswervingly continue to promote the development of recycled aluminum business. At the end of 2024, China Customs released the import of deformed scrap aluminum to support the development of recycled aluminum grade protection application enterprises. The company has set up the international procurement department of recycled aluminum to further expand the sources of waste aluminum procurement, actively promote the application of recycled aluminum products, and continue to lead the low-carbon development of the industry.
Vi. How is the company's production and sales since 2025?
A: At present, the company's production and sales and orders in hand are stable. January and February sales still achieved year-on-year growth.
