Securities code: Anhui Honglu Steel Construction(Group) Co.Ltd(002541) securities abbreviation: Anhui Honglu Steel Construction(Group) Co.Ltd(002541)
Anhui Honglu steel structure (Group) Co., Ltd
Record of investor relations activities on April 1, 2022
No.: t2022005
□ specific object research □ analyst meeting
□ media interview □ performance briefing
Investor relations □ press conference □ Roadshow
Activity category
□ site visit ■ telephone survey
□ others
1. 10:00-11:00 am
Changjiang Securities Company Limited(000783) Bi Chunhui organized a telephone survey. Participants: Yang Jiawen of e fund, Tao Yi of YONGYING fund, Peng Zhiyuan of Haifutong fund, Chen Ziyang of Great Wall Fund, Xu Yizhou of huitianfu fund, Zhan Aobo of Xinchao capital, Zhu Liang and Han Dengke of Danyi investment, and Gao Jing of Zhongying Yili
2. 2:00-3:00 PM
Research time / participated in Tianfeng Securities Co.Ltd(601162) Bao Rongfu, Wang Tao, Wang Wen and Li Qin to organize telephone research. Participants: Li Chao, Chen Xiaoyang, Shao yunqi, Yang Zhen, Lao jienan, Gu Yaoqiang, Cai Zhi, Wen Wen and Zhang Xiaofei of huitianfu fund and unit name Management Co., Ltd
3. 3:00-4:00 PM
Tianfeng Securities Co.Ltd(601162) Bao Rongfu, Wang Tao and Wang Wen organized telephone survey. Participants: Zhang Chen and Guo Fei of BOCOM Schroder Fund Management Co., Ltd
4. 9:00-10:00 PM
Huatai Securities Co.Ltd(601688) Huang Ying organized a telephone survey. Participants: Hou Jie, Wu Yajun, Yan Ziyi and Wang Gang of China Merchants Fund
Location telephone survey
Name of the person to be received by Wang Guosheng, Secretary of the board of directors of the listed company
1. Introduce the company’s annual operating performance in 2021
(1) The company achieved an operating income of 195148099 million yuan, an increase of 45.08% over the same period last year; The net profit attributable to the shareholders of the listed company was 11501145 million yuan, an increase of 43.93% over the same period last year. The growth of the company’s operating income is mainly due to the gradual release of production capacity of the new production base and the improvement of production efficiency during the reporting period; The growth of operating profit and net profit is mainly due to the growth of operating revenue and the improvement of management efficiency.
(2) During the reporting period, the total amount of new contracts signed by the company was about 22.832 billion yuan, an increase of 31.46% over the same period in 2020, all of which were material orders. In 2021, the output of steel structure products was about 3.3867 million tons, an increase of 35.15% over the same period in 2020. This is mainly due to the gradual release of new production capacity and the improvement of production efficiency of existing production capacity during the reporting period.
2. Answer relevant questions from investors.
The main discussion contents are as follows:
1、 Is there any new promotion of the company’s information management system in the near future?
Answer: the company has always put the information construction and the cultivation of relevant talents in the first place of the company’s management. In recent years, the company has launched real-time man hour price system, human resources system and project pre scheduling system to further improve the project planning and the ability to control the front-line workers and project progress.
Main contents of investor relations activities
Second, what are the reasons for the increase in the company’s accounts receivable?
Answer: in principle, the company’s steel structure processing business is cash and spot sales, but there will be a certain settlement period for central enterprises and large state-owned enterprises with good credit. Therefore, with the growth of sales, short-term accounts receivable will increase accordingly. 3、 What are the reasons for the decrease of net cash flow from operating activities in 2021?
answer:
1. During the reporting period, the company’s cash flow from operating activities was generally good. In 2021, the operating revenue was 19.515 billion yuan, and the cash received from selling goods was 19.084 billion yuan.
2. The net cash flow from operating activities is mainly due to large purchases in the current period.
4、 What are the reasons for the increase of storage goods in the reporting period?
Answer: during the reporting period, the company’s new production capacity was put into operation in an orderly manner, and the output of steel structure increased steadily. The increase of bedding materials and revolving materials of new production capacity was the main reason for the increase of inventory.
5、 The company’s self consumption in 2021 was 108400 tons, an increase of more than 40000 tons over the same period of last year, and the built capacity was almost the same as that of last year. Why?
Answer: the progress of some new production bases of the company has not reached the state of production.
Six, does the current New Coronavirus pneumonia epidemic affect the production and operation of the company?
Answer: the epidemic situation in March affected the company: 1. The delivery of some construction sites was delayed. 2. The transportation cycle and cost of procurement have increased. 3. The attendance rate of employees in some bases has decreased. However, they are all within the controllable range. All bases are organizing production in an orderly manner, and the production and operation are basically normal.
7、 What is the company’s performance in the first quarter of 2022? How about the new orders signed by the company at present?
Answer: at present, the company’s production and operation are normal. Please continue to pay attention to the company’s announcement.
Annex list none (if any)
Date: April 1, 2022
