Guangdong Jiayuan Technology: Lithium battery copper foil processing fees are still at a low level. Capacity clearance is the future development trend | Direct hit earnings conference
① Guangdong Jiayuan Technology reported that the company's gross margin in the first half of the year was 1.7%, a year-on-year decrease of 4.92 percentage points. In the future, the market share of lithium battery copper foil will be concentrated in leading companies. ② The company's monocrystalline copper foil has the capability of small-scale production and is expanding its customer base. Ultra-thin copper foil (UTF) for PCBs is already in mass production. The pilot line for composite copper foil with a two-step process route has been completed, and it has been tested and has the capability of mass production.
Significant overseas revenue decline, jiangsu goodwe power supply technology co.,ltd. went from profit to loss in the first half of the year, with a noticeable decline in energy storage product.
① Mainly affected by factors such as overseas inventory, the amount of decrease in sales revenue from power inverter and battery with higher gross margin is greater than the amount of increase in sales revenue from domestic low-gross margin household photovoltaic systems; ② In the first half of the year, the sales volume of Goodwe energy storage products declined significantly, with overseas inverter sales volume of approximately 0.1552 million units, a year-on-year decrease of 49.64%; The proportion of overseas revenue was 35%, compared to 75.24% in the same period last year.
The industry is experiencing a combination of 'internal competition' and an extended acceptance period. zhejiang hangke technology incorporated's revenue and net profit both declined in the first half of the year, with several ongoing projects involving '
The main reasons are intensified domestic market competition and prolonged acceptance cycle, resulting in a year-on-year decrease in revenue and gross margin. In addition, the impact of foreign exchange rate fluctuations resulted in a loss of 8.41 million yuan in the first half of 2024. The solid state battery high-pressure fixture project is in the experimental verification stage. The overseas revenue in the first half of the year was 0.879 billion yuan, a year-on-year increase of 23.99%, with multiple ongoing projects preparing for overseas expansion.
Sales growth slowed down, Hema Inc.'s first-half revenue and net profit both declined, with many companies in the industry experiencing a noticeable recovery in Q2.
①During the reporting period, the company's sales revenue from micro power inverters and monitoring equipment amounted to 0.749 billion yuan, with approximately 0.6142 million units of micro power inverters sold and approximately 0.1444 million units of monitoring equipment sold. ②Including sungrow power supply, Deye, and ginlong technologies, the second-quarter net income of power inverter manufacturers has improved.
Shenzhen Fortune Trend Technology's net profit in the first half of the year has dropped by more than 15% with a significant decline in overseas revenue. The financial model has been filed for record.
①Due to the slowing trend of B-end business growth, shenzhen fortune trend technology is currently expanding C-end business, although its development is still relatively slow. In the first half of the year, the company's C-end and overseas revenue both declined year-on-year; ②In the field of AI, successfully applied large model technology to the Wenxiaoda system. In June, the company's TendencyGPT financial large model obtained national record of deep synthesis and tried to launch mobile app and PC public version software.
In the first half of the year, Fudan Microelectronics' net profit attributable to shareholders decreased by 22.52% year-on-year. The smart card business is under pressure, and the prices of storage product lines have stopped falling and rebounded.
In the first half of the year, Fudan Microelectronics achieved revenue of approximately 1.794 billion yuan, a decrease of 0.12% compared to the same period last year; achieved a net income of approximately 0.348 billion yuan attributable to shareholders, a decrease of 22.52% compared to the same period last year. Due to the decrease in product sales prices and the impact of structural adjustments, the comprehensive gross margin of Fudan Microelectronics in the first half of the year was 56.49%, a year-on-year decrease of 10.6 percentage points.