Anhui Anli Material Technology (300218.SZ): Currently, the overall order situation is stable, and the capacity utilization rate is at a good level.
Gelonghui November 7th | Anhui Anli Material Technology (300218.SZ) accepted a specific object investigation on November 6, 2024, regarding the "current capacity utilization situation of the company?" The company stated that the company's products have a wide range of applications, diverse downstream customer demands, and operate under a sales-oriented and order-driven operation model. Currently, the overall orders are stable, and the capacity utilization rate is at a good level.
Anhui Anli Material Technology (300218.SZ): actively contacting and expanding cooperation with brands such as Lenovo, Google, OPPO, Vivo, Honor, etc.
Gelonghui, November 7 | Anhui Anli Material Technology (300218.SZ) accepted a specific object survey on November 6, 2024, regarding the "customer structure in the company's electronic product field." The company stated that electronic products are one of the company's emerging categories. Currently, the company covers a number of well-known domestic and foreign consumer electronics brands with some terminal products and accessories, accumulating certain advantages. The company is a core supplier of Apple in the USA, deepening cooperation; stable cooperation with Samsung and Beats, with new projects in the development and mass production stage; actively contacting and expanding brands such as Lenovo, Google, OPPO, vivo, and Honor.
Anhui Anli Material Technology (300218.SZ): The proportion of direct exports to the USA is relatively small.
Gelonghui November 7th | Anhui Anli Material Technology (300218.SZ) conducted a specific research on November 6, 2024, regarding the impact of "USA increasing tariffs on China on the company?". The company stated that the direct exports to the USA account for a small proportion; if tariffs are raised, Anhui Anli Material Technology's Vietnam branch will be more advantageous in actively resolving the tariff risks brought by international trade conflicts.
Anhui Anli Material Technology (300218.SZ): Positioned in the mid-to-high-end market, its products cover parts of terminal products and accessories for many well-known domestic and foreign consumer electronics brands.
Gelonghui November 5th | Anhui Anli Material Technology (300218.SZ) stated on the investor interaction platform that the company is positioned in the mid-to-high-end market. Its products cover parts of well-known domestic and foreign consumer electronics brands, including accessories for keyboards, tablet protective cases, over-ear headphones, wireless chargers, and components for foldable phone bodies. For specific information on brand applications, please refer to their official releases. The company's gross margin varies among different clients and products, so it cannot be generalized. In general, the gross margin of the company's consumer electronics category is higher than that of ordinary products.
Express News | Anhui Anli Material Technology: It is expected that the sales of electronic products category will be stable and have some growth by 2025.
Express News | Anhui Anli Material Technology: Actively promoting the construction of the remaining 2 production lines of Anli Vietnam, planning to commission by the end of the year.
Amway Shares: Report for the third quarter of 2024
Anhui Anli Material Technology (300218.SZ) released a pre-announcement, expecting a net income of 0.145 billion yuan—0.155 billion yuan in the first three quarters, a year-on-year increase of 248.3%—272.32%.
anhui anli material technology (300218.SZ) released the performance forecast for the first three quarters of 2024, with the company expecting the attributable...
Amway shares: performance forecast for the first three quarters of 2024
Anhui Anli Material Technology (300218): Achieved record high performance in Q3 2024, with both the volume and price of PU synthetic leather products rising.
Event: The company has released the 2024 third quarter performance forecast, expecting to achieve a net income attributable to the parent company of 0.145-0.155 billion yuan in the first three quarters of 2024, a year-on-year growth of 248.30%-272.32%, net income attributable to non-parents.
Anhui Anli Material Technology (300218.SZ): The overall development and marketing of the company's TPU is in line with the planned expectations.
On October 9th, Anhui Anli Material Technology (300218.SZ) stated when receiving specific object research that TPU is a new driving force for industry development, can be applied in fields such as functional shoe materials, electronic products, and sports equipment, and is one of the important growth points for the company this year and in the future. Currently, the company is expanding the application of TPU products in the category of functional shoe materials. Apple, Asics, Anta, Xtep, as well as Nike, Decathlon's TPU usage is stable or increasing; Puma, 361 Degrees, China Dongxiang are in the initial stages and project development; Li Ning, Peak, are in progress. The company's TPU development and marketing.
anhui anli material technology (300218.SZ): As of August, Anli's production in Vietnam has increased to more than 300,000 meters per month, with reduced losses.
Grain Research Group, October 9th, Anhui Anli Material Technology (300218.SZ) stated during a specific research session that as of August, Anli's production in Vietnam has increased to over 300,000 meters per month, with reduced losses. The company hopes for Anli Vietnam to reach the break-even production level as soon as possible, achieving breakeven in the fourth quarter and reducing losses in 2024 compared to the previous year. At the same time, actively promoting the construction of the remaining 2 production lines, planning to commission by the end of 2024, and start production in the first half of 2025.
Anhui Anli Material Technology (300218.SZ): The average unit price of the company is steadily increasing, with a higher proportion of high-priced products such as sports, electronics, and autos.
Gelonghui October 9th | Anhui Anli Material Technology (300218.SZ) stated during a specific target survey that the average unit price of the company is steadily increasing, with a higher proportion of high unit price products such as sports, electronics, and autos, reflecting the improvement of the company's product and customer structure, initial signs of transformation and upgrading effectiveness, and the emergence of competitive advantages.
Anhui Anli Material Technology (300218.SZ): In the third quarter, it continued the good momentum since the first half of the year, with operations steadily advancing and improving.
Gelonghui October 9th | Anhui Anli Material Technology (300218.SZ) stated during a specific target survey that the company continued its good momentum since the first half of the year in the third quarter, with operations steadily improving. In the first half of 2024, the company's exchange gains were approximately over 4 million yuan. The company is currently adopting a neutral forex management strategy, striving to balance forex assets and liabilities, timely choosing the right time to settle, and reduce the financial risks brought by exchange rate fluctuations.
Anhui Anli Material Technology (300218.SZ): The cooperation with nike is progressing in an orderly manner, in line with the planned expectations, and is currently in a gradual volume expansion phase.
On September 23, Anhui Anli Material Technology (300218.SZ) stated at an investor relations event that functional shoe materials are one of the company's advantageous product categories. The company has basically covered major domestic sports brands such as Anta, Li-Ning, Xtep, 361 Degrees, China Jio, and Peak, accumulating good customer resources and channel relationships. The company has a good reputation and brand effect. The company is an important supplier to Puma and Asics, with good cooperation momentum. The cooperation with Nike is progressing in an orderly manner, in line with expectations, and is currently in a stage of gradual increase in production volume. With more development projects and an increase in orders at the Anhui Anli Material Technology headquarters, the future momentum is strong. In the first half of 2024.
Anhui Anli Material Technology (300218.SZ): The company is a core supplier of the USA Apple Inc.
On September 19, Anhui Anli Material Technology (300218.SZ) stated in its investor relations that consumer electronics is one of the company's emerging categories and is an important growth driver and incremental opportunity for the company in the future. Currently, the company covers a large number of well-known domestic and foreign consumer electronics brands, providing some terminal products and accessories, and has accumulated good advantages. The company is a core supplier for Apple in the USA with deepening cooperation. It has stable cooperation with Samsung and Beats, and has new projects in the development and production stage. It is actively contacting and expanding brands such as Lenovo, Google, OPPO, VIVO, and Honor, striving to expand application scenarios and increase market share.
Anhui Anli Material Technology (300218.SZ): The company's products cover a wide range of terminal products and accessories for well-known domestic and international consumer electronics brands.
Anhui Anli Material Technology (300218.SZ) stated on the investor interaction platform on September 12 that the company's products cover a wide range of well-known domestic and foreign consumer electronics brand customers, including some terminal products and accessories. The company has a good reputation, reputation, and credibility in the global consumer electronics industry. Based on the principles of business technology confidentiality and trade practices in the consumer electronics industry, the company only supplies products according to customer requirements. For specific information on terminal application products, please refer to the official information released by the customer and the relevant information disclosed by the company.
Express News | Anhui Anli Material Technology: Anli Vietnam is actively promoting the construction of the remaining 2 production lines and plans to start production in the first half of 2025.
Express News | Anhui Anli Material Technology: TPU is one of the important growth points for the company this year and in the future.
Anhui Anli Material Technology (300218): Q2 non-GAAP net margin reached a historical high compared to the same period last year.
In the first half of 2024, the company's revenue/Net profit attributable to the mother/Net profit attributable to the mother after deducting non-recurring gains and losses/Net cash flow from operation were 11.26/0.092/0.084/0.049 billion yuan, with a year-on-year growth of 28.77%/9821.3.
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