On February 9, Yuefeng Aluminum released a record of investor relations activities, the details are as follows:
I. The company's 2024 business review and 2025 production and marketing plan?
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.
This year, the subsidiary Yuefeng new materials after the completion and production capacity continued to release, the company will continue to play the core advantages of recycled aluminum products such as green and low-carbon, further expand the scale of production and marketing, promote the company's sustainable and rapid development, and contribute more strength to the green development of the industry.
Second, how will the company plan in terms of new product development in 2025 to support the rapid growth of the company's production and sales?
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, actively develop products in related fields, continue to improve the company's product structure, and promote the company's production and sales level to continue to grow rapidly.
Third, Can the company's recycled aluminum grade protection application scale continue to expand in 2025?
A: In the second half of 2024, the European Union began to require the submission of product carbon emission data, the company's preliminary calculation of recycled aluminum products in the carbon emission reduction advantages, the company 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.
4. 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 is the Spring Festival month, the company has basically completed the established production and sales targets, combined with orders in hand and scheduled sales targets in February, it is expected that the comprehensive sales volume in January and February this year can still achieve a greater growth.
5. What is the current level of industry processing fees?
A: Since 2024, the company's product processing fees have been relatively stable. The company encourages innovation and research and development, and constantly comppresses cost control. With the continuous release of new production capacity and the continuous expansion of production and marketing scale, the fixed cost per ton of the company's products is expected to decrease, and the profit level is improved through the improvement of product structure and cost control.
