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Express News | Galaxy Securities: The pace of state-owned enterprise reform in the autos sector is expected to accelerate, which may drive the revaluation of central state-owned enterprises' value.
Express News | Guangdong Hongtu Technology: Following closely the low-altitude economy, pioneering the second growth curve.
guangdong hongtu technology (002101.SZ): Currently, the revenue from joint venture brand customers accounts for approximately 60%.
Guangdong Hongtu (002101.SZ) held an analyst meeting on October 30, 2024, discussing the income distribution of joint venture customers and the future outlook for the joint venture business. The company indicated that currently, joint venture brand customers account for approximately 60% of the income, while independent brand customers account for about 40%; the proportion of joint venture brand business income has seen a slight decline since the third quarter of this year. The company has been adjusting its customer structure according to market conditions in recent years, maintaining a strong focus on market development.
Guangdong Hongtu Technology (002101.SZ): The tianjin factory is expected to be completed and put into production within this year, with an estimated annual output value of around 0.5 billion.
Guangdong Hongtu Technology (002101.SZ) held an analyst meeting on October 30, 2024, to discuss 'Please introduce the current capacity utilization of the Guangzhou factory and Tianjin factory?' The company stated that the Guangzhou factory currently has two 7000T, one 12000T, and one 16000T large die-casting machines, mainly producing large die-casting products weighing more than 50 kilograms. The capacity utilization rate is gradually increasing, with the third quarter's capacity utilization rate exceeding 60%, allowing for bulk supply of various products. The Tianjin factory is expected to be completed and put into operation this year, with an expected annual output value after reaching full production.
Express News | Guangdong Hongtu Technology: Xiaopeng Huitian is a customer of the company and is currently actively promoting specific cooperation matters.
Guangdong Hongtu: Report for the third quarter of 2024