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塔牌集團(002233.SZ):預計未來幾年每年資本性開支仍然維持在2-4億元左右
格隆匯 08-07 15:28

格隆匯8月7日丨塔牌集團(002233.SZ)在投資者關係活動上表示,一是“新國九條”對市值管理和分紅進行了明確的指引,強調進一步增強現金分紅的穩定性、持續性和可預期性,公司希望通過明確較高的現金分紅比例,向全體股東傳遞公司穩健經營、積極回報的堅定決心,同時也希望公司的股票價格可以保持在合理的價位。二是公司資金儲備充裕,資產負債率低,有息負債基本為零,具備高比例現金分紅的能力和基礎。三是近年來市場利率不斷下行,財務投資風險在加大,投資回報率在不斷降低。四是公司預計未來幾年每年資本性開支仍然維持在2-4億元左右,同時在新興產業發展方面,以自建方式為主,所需資金相對有限,資本性開支相對可控。五是2023年年度高分紅方案實施後,得到了眾多機構投資者的肯定與認可,同時認為水泥行業作為週期性行業,每年利潤波動較大,希望能穩定分紅可預期性。基於上述幾點,公司做出未來三年股東回報規劃,結合公司的經營管理水平和盈利能力,我們有理由相信,未來三年的分紅規劃預計不會動用過多的存量現金,不會對公司的經營發展造成不利的影響。

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