Gross margin declined and R&D investment increased, Thunder Software Technology's H1 net profit decreased more than 70% year-on-year | Interpretation of financial report
In H1 2024, Thunder Software Technology achieved revenue of 2.401 billion yuan, a year-on-year decrease of 3.39%; net income attributable to shareholders of 0.104 billion yuan, a year-on-year decrease of 73.1%. Due to the long acceptance cycle of the car manufacturers and the untimely shipment of some models, the growth rate of the smart automobile business has slowed down. The company stated that it will continue to expand into the global market and invest in innovative applications.
ODM and OEM business drive the company's sales growth. Lens Technology's net income in the first half of the year increased by 55% year-on-year. | Interpretations
① The consumer electronics industry is showing obvious signs of a recovery in terminal demand, with lens technology's net income increasing by more than 50% in the first half of the year. ② With the continuous innovation of AI phones by major mobile phone brands, a new round of replacement cycles may be initiated, and companies in the industry chain are expected to benefit.
Lepu Medical Technology's performance continued to decline in the first half of the year. It is expected that the revenue of the formulated business will further decrease. | Interpretations
① lepu medical technology once again submitted a half-year report with a decline in performance, and the revenue of the company's three major business sectors decreased year-on-year. ② Due to reasons such as the aging of product pipelines, lepu medical technology determines that the revenue of the formulation business sector may decrease to around 1.5 billion-1.6 billion yuan. ③ The company conducted self-inspection and rectification in response to the issues and requirements raised in the administrative supervision and regulation measures decision issued by the Beijing Securities Regulatory Bureau.
Energy storage shipments "overtake" power, Eve Energy Co., Ltd.'s H1 performance declines, energy storage batteries gradually become the focus of business | Interpretations
In H1, Eve Energy Co., Ltd. achieved a revenue of 21.659 billion yuan, a decrease of 5.73% year-on-year; the net income attributable was 2.137 billion yuan, a decrease of 0.64% year-on-year. In Q2, the company's energy storage battery shipments exceeded that of power batteries, resulting in a year-on-year increase of 9.93% in energy storage battery revenue in the first half of the year, while the revenue of power batteries decreased year-on-year.
The gross margin of solution injection products has declined, and the growth rate of imeik technology development's Q2 performance has dropped to single digits|speed reading announcement
imeik technology development H1 revenue and net income growth slowed down. Solution-based injection product gross margin has declined, and its proportion in total revenue further decreased. In addition to laying out the research and development pipeline for botulinum toxin, GLP-1 drugs, the company is also further expanding in the field of medical beauty equipment.
The profit of photovoltaic equipment leader slowed down, and the net profit of Zhejiang Jingsheng Mechanical & Electrical in Q2 decreased by 22% year-on-year. Interpretations of financial report.
① The company's Q2 net profit saw a rare decline compared with the same period last year; ② The company's revenue increased in the first half of the year but did not show any profit growth; ③ The performance was affected by the decline of the photovoltaic industry; ④ The company is exploring multiple new businesses to find a second engine.