TSAKER NE(01986)

Search documents
智通港股回购统计|7月16日
智通财经网· 2025-07-16 01:13
Group 1 - The article reports on stock buybacks conducted by various companies on July 15, 2025, with a total of 20 companies participating in the buyback program [1] - The company with the largest buyback amount was Wan Ka Yi Lian (01762), repurchasing 7.14 million shares for a total of 5.06 million yuan [1][2] - Other notable buybacks include Mengniu Dairy (02319) with 300,000 shares for 4.97 million yuan and China International Marine Containers (02039) with 613,100 shares for 4.03 million yuan [2] Group 2 - The cumulative buyback figures for the year show Wan Ka Yi Lian (01762) has repurchased a total of 17.37 million shares, representing 0.981% of its total share capital [2] - Other companies with significant cumulative buyback percentages include Kangchen Pharmaceutical (01681) at 5.926% and China Aluminum Can (06898) at 3.900% [2] - The buyback activity reflects a strategic move by these companies to enhance shareholder value and signal confidence in their financial health [1][2]
34家港股公司回购 斥资9.21亿港元





Zheng Quan Shi Bao Wang· 2025-07-08 01:33
Summary of Key Points Core Viewpoint - On July 7, 34 Hong Kong-listed companies conducted share buybacks, totaling 30.99 million shares and an aggregate amount of HKD 921 million [1][2]. Group 1: Buyback Details - Tencent Holdings repurchased 1.002 million shares for HKD 501 million, with a highest price of HKD 502.000 and a lowest price of HKD 494.400, bringing its total buyback amount for the year to HKD 38.542 billion [1][2]. - AIA Group repurchased 5.5 million shares for HKD 377 million, with a highest price of HKD 69.150 and a lowest price of HKD 68.050, totaling HKD 16.352 billion in buybacks for the year [1][2]. - Founder Holdings repurchased 10.386 million shares for HKD 1.174 million, with a highest price of HKD 1.150 and a lowest price of HKD 1.110, accumulating HKD 3.541 million in buybacks for the year [1][2]. Group 2: Buyback Rankings - The highest buyback amount on July 7 was from Tencent Holdings at HKD 501 million, followed by AIA Group at HKD 377 million [1][2]. - In terms of share quantity, Founder Holdings had the most significant buyback with 10.386 million shares, followed by AIA Group with 5.5 million shares and China Electric Power Technology with 2.26 million shares [1][2].

智通港股回购统计|5月13日
智通财经网· 2025-05-13 01:13
Group 1 - The article reports on share buybacks conducted by various companies on May 12, 2025, with AIA Group (01299) having the largest buyback amount of 1.25 billion, purchasing 2 million shares [1][2] - Other notable buybacks include China COSCO Shipping Holdings (01919) with 4.21 million shares bought back for 53.77 million, and Times Electric (03898) with 1.43 million shares for 47.22 million [2][3] - The total number of shares repurchased by AIA Group in the year reached 5.93 billion, accounting for 5.276% of its total share capital [2] Group 2 - China Hongqiao Group (01378) repurchased 1.13 million shares for 15.96 million, representing only 0.380% of its total share capital [2] - Swire Properties (00019) bought back 181,000 shares for 12.67 million, with a total annual repurchase of 5.56 million shares, which is 6.652% of its total [2] - The buyback activity reflects a trend among companies to utilize excess cash for share repurchases, potentially signaling confidence in their financial health [1][2]
智通港股回购统计|5月1日
智通财经网· 2025-05-01 01:11
Group 1 - The article reports on share buybacks conducted by various companies on April 30, 2025, highlighting the total amounts and quantities repurchased [1][2][3] - AIA Group (01299) had the largest buyback amount, repurchasing 3.7736 million shares for a total of 217 million [1][2] - China Merchants Industry Holdings (01919) and China Hongqiao Group (01378) also had significant buybacks, with 12.9715 million shares for 151 million and 4.6665 million shares for approximately 64.83 million respectively [2][3] Group 2 - The cumulative buyback amounts for the year show that AIA Group has repurchased a total of 584 million shares, representing 5.198% of its total share capital [2] - China Merchants Industry Holdings has repurchased 241 million shares, accounting for 7.530% of its total share capital [2] - Other notable companies include Times Electric (03898) with 8.016% of its total shares repurchased and Swire Properties (01972) with 1.530% [2][3] Group 3 - The buyback activities reflect a trend among companies to return capital to shareholders, with varying percentages of total share capital being repurchased across different firms [1][2] - Companies like FOSUN Pharma (02196) and Jitu Express (01519) have lower buyback percentages, at 1.800% and 0.645% respectively, indicating a more conservative approach [2][3] - The data suggests a strategic move by companies to enhance shareholder value amidst market conditions [1][2]
彩客新能源(01986):彩客科技拟于北交所上市
智通财经网· 2025-04-25 10:22
作为建议事项的一部分,彩客科技将配发彩客科技股份,此举将减少集团于彩客科技的股权比例。有关 配发(倘落实)将构成上市规则第14.29条项下视作出售集团附属公司权益。 公告称,彩客科技股份自2022年8月起于全国股转挂牌。公司认为,通过将彩客科技股份从全国股转转 板至北京证券交易所上市,将使股份目前于全国股转挂牌的彩客科技获得上市公司的地位,这将使彩客 科技能够:(a)凭借北京证券交易所更广的投资者范围及更高的交易量,增强彩客科技股份的交易活跃 度及流动性,并反映彩客科技的公允价值以为股东带来收益;(b)提升彩客科技的企业形象及声誉,并提 高彩客科技吸引能与其产生协同效应的战略投资者的能力;(c)提升彩客科技的资本市场融资效率,增强 其企业管治并加快其企业发展;及(d)进一步改善公司的财务结构,降低公司的资产负债率,增强公司的 资本实力,从而为公司的业务发展作出贡献。 此外,彩客科技拟将建议事项所得款项用于将增强其颜料中间体及新材料产品(即DMS、DMSS、DATA 及BPDA)产能的项目。通过实施上述项目,彩客科技可增强其竞争优势,并最终增加其市场份额及提升 其盈利能力。流动资金及产能增加的综合效益促进收入及 ...
彩客新能源(01986) - 2024 - 年度财报
2025-04-17 08:30
Financial Performance - For the year ended December 31, 2024, the Group's revenue amounted to approximately RMB2,157.0 million, representing an increase of approximately RMB91.5 million or approximately 4.4% compared to 2023[15]. - The gross profit for the year ended December 31, 2024, was approximately RMB215.2 million, a decrease of approximately RMB103.4 million or approximately 32.5% compared to the same period in 2023[16]. - The net loss for the year ended December 31, 2024, was approximately RMB1.5 million, a decrease of approximately RMB46.7 million or approximately 103.3% compared to the net profit of approximately RMB45.2 million for the same period in 2023[17]. - Basic and diluted loss per share attributable to ordinary equity owners of the parent for the year ended December 31, 2024, was approximately RMB0.02, a decrease of approximately RMB0.05 or approximately 166.7% compared to the earnings per share of approximately RMB0.03 for the same period in 2023[18]. - The Group's gross profit margin decreased to 10.0% in 2024 from 15.4% in 2023[23]. - The net profit margin for the year was -0.1%, down from 2.2% in the previous year[23]. - Total revenue for 2024 increased by approximately 4.4% to approximately RMB2,157.0 million, compared to approximately RMB2,065.5 million in 2023[52]. - The overall gross profit of the segment decreased by approximately 53.8% to approximately RMB114.8 million, with a gross profit margin decrease of approximately 8.8 percentage points to approximately 12.1%[69]. Dividend and Shareholder Information - The Board recommended a final dividend of RMB0.025 per ordinary share for the year ended December 31, 2024, subject to shareholders' approval at the AGM[19]. - The Board proposed a final dividend of RMB0.025 per ordinary share, subject to shareholder approval, bringing the total dividend for the year to RMB0.055 per ordinary share if approved[21]. Revenue Breakdown - Revenue from the top five largest customers accounted for approximately 43.7% of the Group's total revenue in 2024, up from approximately 37.0% in 2023[50]. - Revenue derived from the Chinese Mainland accounted for approximately 84.7% of the Group's total revenue in 2024, compared to approximately 82.2% in 2023[51]. - Revenue from the battery materials segment increased by approximately 51.2% to approximately RMB754.0 million, accounting for approximately 35.0% of the Group's total revenue[58]. - The revenue from dye intermediate products decreased by approximately 19.7% to approximately RMB424.8 million, accounting for approximately 19.7% of the Group's total revenue[64]. - Revenue from agricultural chemical intermediate products decreased by approximately 20.7% to approximately RMB523.8 million, accounting for approximately 24.3% of the Group's total revenue[65]. - Revenue from mainland China accounted for approximately 84.7% of total revenue, while export revenue accounted for approximately 15.3%[54]. Expenses and Cost Management - Selling and distribution expenses in 2024 were approximately RMB25.8 million, a decrease of approximately RMB18.4 million compared to RMB44.2 million in 2023, accounting for approximately 1.2% of total revenue[103][104]. - Administrative expenses for 2024 were approximately RMB158.2 million, a decrease of approximately RMB20.1 million from RMB178.3 million in 2023, representing approximately 7.3% of total revenue[105][106]. - Finance costs increased to approximately RMB38.3 million in 2024, up by approximately RMB5.3 million from RMB33.0 million in 2023, due to the recognition of repurchase obligations as financial liabilities[114]. - The income tax expense for the Group in 2024 was approximately RMB1.9 million, a decrease of approximately RMB12.5 million from RMB14.4 million in 2023, mainly due to a decrease in profit before tax[116]. Assets and Liabilities - The Group's total assets increased to RMB3,507.4 million in 2024 from RMB3,453.7 million in 2023[23]. - Current liabilities rose to RMB1,200.0 million in 2024 from RMB1,140.2 million in 2023[23]. - The Group's interest-bearing bank and other borrowings were approximately RMB208.4 million as of December 31, 2024, down from RMB317.1 million in 2023, with a fixed interest rate range of 2.95%-8.32%[130]. - The gearing ratio decreased to approximately 10.7% as of December 31, 2024, compared to 15.4% in 2023[133]. - Total current assets increased to approximately RMB1,562.3 million in 2024 from RMB1,467.5 million in 2023, primarily driven by an increase in trade receivables and notes receivable[134]. - Trade receivables and notes receivable rose by approximately RMB232.2 million, with turnover days increasing from 122 days in 2023 to 143 days in 2024[143][144]. - Other payables and accruals increased by approximately RMB307.0 million, reaching approximately RMB584.6 million in 2024, primarily due to endorsed notes receivable[151]. Research and Development - The Group continued to invest in research and development to enhance technological innovation capabilities and expand into new product areas[35]. - The Group completed the research project of continuous tandem esterification of DMSS products, enhancing energy saving and efficiency[85]. - The Group's research and development efforts focus on maintaining competitive advantages and exploring new business growth opportunities[88]. - The Group plans to increase investment in technology research and development to enhance core competitiveness in the new energy sector[97][100]. ESG and Sustainability - The Company is committed to promoting sustainable development and has integrated ESG governance into its strategic decision-making[179]. - The Company aims to accelerate the commercialization of green technology to drive high-quality corporate growth amidst global energy transitions[180]. - The Company established the ESG Committee before the start of the 2020 reporting period and formed a sustainable development team in 2023 to manage ESG-related issues[186]. - The Board is responsible for assessing the impact of ESG risks on the Company's operations and formulating corresponding ESG policies[190]. - The Company conducts annual materiality assessments to understand stakeholder opinions and expectations regarding ESG matters[191]. - The ESG Committee monitors and reviews emerging ESG trends and issues, providing guidance for the development of the Company's ESG vision[196]. - The Company aims to improve its performance in ESG areas to boost core competitiveness and sustainable development capabilities[197].
彩客新能源(01986) - 2024 - 年度业绩
2025-03-20 13:04
Financial Performance - For the year ending December 31, 2024, the group's revenue was approximately RMB 2,157.0 million, an increase of about RMB 91.5 million or approximately 4.4% compared to the same period in 2023[3]. - The group's gross profit for the year was approximately RMB 215.2 million, a decrease of about RMB 103.4 million or approximately 32.5% compared to the previous year[3]. - The net loss for the year was approximately RMB 1.5 million, a decrease of about RMB 46.7 million or approximately 103.3% compared to a net profit of RMB 45.2 million in 2023[3]. - Basic and diluted loss per share attributable to ordinary equity holders of the parent was approximately RMB 0.02, a decrease of about RMB 0.05 or approximately 166.7% compared to earnings of RMB 0.03 per share in 2023[3]. - The company reported a total comprehensive loss of approximately RMB 6.996 million for the year, compared to a total comprehensive income of RMB 51.1 million in 2023[4]. - The company reported a net loss of RMB 21,098,000 for the year, compared to a profit of RMB 29,061,000 in the previous year[12]. - The pre-tax profit for 2024 is RMB 376,000, a significant decrease from RMB 59,600,000 in 2023, reflecting a decline of approximately 99.37%[56]. - The total income tax expense for 2024 is RMB 1,862,000, down from RMB 14,407,000 in 2023, indicating a reduction of about 87.06%[56]. Dividends - The board proposed a final dividend of RMB 0.025 per ordinary share, subject to shareholder approval, bringing the total dividend for the year to RMB 0.055 per ordinary share if approved[3]. - The company declared an interim dividend of RMB 0.005 per share for 2024, compared to RMB 0.029 per share in 2023, representing a decrease of approximately 82.76%[57]. - The proposed final dividend for 2024 is RMB 0.025 per share, down from RMB 0.038 per share in 2023, which is a reduction of about 34.21%[57]. - The total amount of the proposed final dividend is approximately RMB 24.273 million, assuming approval at the upcoming annual general meeting[144]. Assets and Liabilities - Non-current assets totaled approximately RMB 1,945.1 million, a decrease from RMB 1,986.2 million in 2023[7]. - Current assets amounted to approximately RMB 1,562.3 million, an increase from RMB 1,467.5 million in 2023[7]. - Total liabilities were approximately RMB 1,554.4 million, with current liabilities at RMB 1,200.0 million, an increase from RMB 1,140.2 million in 2023[8]. - The company's total equity was approximately RMB 1,953.1 million, a decrease from RMB 2,054.8 million in 2023[8]. - The total liabilities as of December 31, 2024, were RMB 1,554,394,000, an increase from RMB 1,398,865,000 in 2023, representing a growth of approximately 11.1%[36]. - The asset-liability ratio as of December 31, 2024, is approximately 10.7%, down from 15.4% in 2023[126]. Cash Flow - The net cash flow from operating activities for the year ending December 31, 2024, was RMB 173,915,000, compared to RMB 46,179,000 in 2023[15]. - Cash and cash equivalents decreased by RMB 20,215,000 for the year ending December 31, 2024, with year-end cash and cash equivalents totaling RMB 266,789,000[16]. - The net cash inflow from operating activities for 2024 is approximately RMB 173.9 million, an increase of about RMB 127.7 million from RMB 46.2 million in 2023, driven by higher overall sales revenue and improved collection[120]. - The net cash outflow from investing activities for 2024 is approximately RMB 31.6 million, a decrease of about RMB 102.4 million compared to RMB 134 million in 2023, mainly due to the release of bank deposit guarantees[121]. Segment Performance - The company operates three reportable segments: Battery Materials, Dye and Agricultural Chemicals Intermediates, and Pigment Intermediates and New Materials[33]. - The battery materials segment generated revenue of RMB 753,960,000 in 2024, compared to RMB 498,646,000 in 2023, reflecting a significant increase of approximately 51.2%[36]. - The agricultural chemicals segment reported a profit of RMB 91,003,000 in 2024, a recovery from a loss of RMB 180,149,000 in 2023[36]. - The dye and agricultural chemical intermediates segment contributed approximately 44.0% to total revenue, with revenue decreasing by about 20.3% to approximately RMB 948.6 million from RMB 1,189.9 million in the same period of 2023[98]. - The pigment intermediates and new materials segment's revenue increased by approximately 20.5% to about RMB 454.4 million, accounting for approximately 21.0% of total revenue[100]. Research and Development - The company maintains a commitment to R&D and technological innovation as a core competitive advantage, focusing on improving existing products and exploring new business growth opportunities[104]. - The company is actively developing new materials such as manganese iron phosphate and sodium-ion battery materials to seize market opportunities[102]. - Research and development expenses decreased significantly to RMB 22,650,000 in 2024 from RMB 39,460,000 in 2023, indicating a potential shift in investment strategy[49]. Shareholder Actions - The company repurchased shares worth RMB 20,019,000 during the year[10]. - The company repurchased 24,711,500 shares during the fiscal year, with a total cost of HKD 21,958,685, reflecting confidence in its future prospects[151]. - The company successfully sold approximately 3.76% of its stake in Caike Technology for a total consideration of RMB 39,975,197.36, completing the transaction by the end of the review year[108]. Governance and Compliance - The company has adopted the Corporate Governance Code and is committed to maintaining high standards of corporate governance[147]. - The audit committee reviewed the accounting principles and practices adopted by the group, confirming consistency with the draft financial statements[155]. - The company plans to replace its auditor, Ernst & Young, with Tianjian International Certified Public Accountants, effective after the annual general meeting[156].
彩客新能源(01986) - 2024 - 中期财报
2024-08-27 08:32
Financial Performance - Revenue for the six months ended June 30, 2024, amounted to approximately RMB 1,005.0 million, representing an increase of approximately RMB 8.6 million or approximately 0.9% compared to the same period in 2023[6]. - Gross profit for the same period was approximately RMB 145.4 million, a decrease of approximately RMB 30.8 million or approximately 17.5% compared to the prior year[7]. - Net profit for the six months ended June 30, 2024, was approximately RMB 23.5 million, reflecting a decrease of approximately RMB 19.5 million or approximately 45.3% compared to the same period in 2023[8]. - Basic and diluted earnings per share attributable to ordinary equity holders of the parent for the six months ended June 30, 2024, was approximately RMB 0.02, a decrease of approximately RMB 0.01 or approximately 33.3% compared to the same period in 2023[9]. - The profit attributable to equity holders of the parent decreased by approximately 52.6% to approximately RMB 15.6 million, compared to RMB 32.9 million in the same period of 2023[16]. - The total comprehensive income for the period decreased to RMB 24,718,000 in 2024 from RMB 45,887,000 in 2023, representing a decline of 46%[151]. - Profit for the period was RMB 23,498, compared to RMB 42,970 in 2023, showing a decrease of around 45.4%[150]. Dividends - The Board declared an interim dividend of RMB 0.005 per ordinary share for the six months ended June 30, 2024, compared to RMB 0.029 per ordinary share for the same period in 2023[10]. - A special dividend of RMB 0.025 per ordinary share was declared for the six months ended June 30, 2024, while there was no special dividend in the same period of 2023[11]. - The total amount of the interim dividend is approximately RMB 4,927,000, while the special dividend amounts to approximately RMB 24,635,000 based on 985,401,000 issued shares[95]. - The dividends will be paid in Hong Kong dollars at HK$0.006 per share for the interim dividend and HK$0.027 per share for the special dividend, using an exchange rate of HK$1:RMB0.916[96]. Segment Performance - The battery materials segment revenue increased by approximately 29.3% to approximately RMB 281.9 million, accounting for approximately 28.1% of total revenue[17]. - The total revenue of the dye and agricultural chemical intermediates segment decreased by approximately 14.2% to approximately RMB 502.5 million, accounting for approximately 50.0% of the Group's overall revenue[25][26]. - Revenue from dye intermediate products decreased by approximately 20.7% to approximately RMB 228.1 million compared to the same period in 2023[22][23]. - Revenue from agricultural chemical intermediate products decreased by approximately 7.9% to approximately RMB 274.4 million compared to the same period in 2023[24][30]. - Revenue from the pigment intermediates and new materials segment increased by approximately 14.3% to approximately RMB 220.6 million, accounting for approximately 21.9% of the Group's total revenue[30][31]. Cost and Expenses - Selling and distribution expenses amounted to approximately RMB 18.9 million, representing a decrease of approximately RMB 5.0 million from approximately RMB 23.9 million in the same period of 2023[50]. - Administrative expenses decreased to approximately RMB 74.7 million, down approximately RMB 14.3 million from approximately RMB 89.0 million in the same period of 2023[51]. - Finance costs increased to approximately RMB 22.1 million, an increase of approximately RMB 12.0 million compared to approximately RMB 10.1 million in the same period of 2023[53]. - The overall gross profit margin for the Group decreased by approximately 3.2 percentage points to approximately 14.5% from 17.7% in the same period of 2023[14]. Cash Flow and Liquidity - The Group's net cash inflows from operating activities were approximately RMB 35.2 million, remaining stable compared to approximately RMB 34.7 million in the same period of 2023[60]. - Net cash outflows from investing activities were approximately RMB 10.8 million, a decrease of approximately RMB 70.0 million from approximately RMB 80.8 million in the same period of 2023[60]. - Net cash outflows from financing activities were approximately RMB 134.3 million, a decrease of approximately RMB 405.7 million compared to net cash inflows of approximately RMB 271.4 million in the same period of 2023[62]. - As of June 30, 2024, the Group had cash and cash equivalents of approximately RMB 177.4 million, down from approximately RMB 287.4 million as of December 31, 2023[65]. Assets and Liabilities - The Group's total current assets were approximately RMB 1,453.5 million as of June 30, 2024, compared to RMB 1,467.5 million as of December 31, 2023[73]. - Trade and notes receivable increased to approximately RMB 807.3 million as of June 30, 2024, up by approximately RMB 65.3 million from RMB 742.0 million as of December 31, 2023[74]. - The Group's gearing ratio improved to approximately 11.5% as of June 30, 2024, down from 15.4% as of December 31, 2023[70]. - As of June 30, 2024, total current liabilities amounted to approximately RMB 1,139.1 million, a slight decrease from RMB 1,140.2 million as of December 31, 2023[76]. Employee and Operational Metrics - For the six months ended June 30, 2024, total staff costs amounted to approximately RMB 111.6 million, an increase from approximately RMB 98.7 million for the same period in 2023, primarily due to an increase in the number of employees[89]. - As of June 30, 2024, the Group had 2,117 employees, up from 2,031 as of June 30, 2023[88]. Corporate Governance - The Company has complied with all provisions of the Corporate Governance Code except for code provision C.2.1, which requires separation of the roles of chairman and CEO[108]. - Mr. GE Yi serves as both chairman and CEO, which the Board believes provides strong and consistent leadership[109]. - The Audit Committee, comprising three independent non-executive Directors, reviewed the unaudited interim financial statements for the six months ended June 30, 2024[115]. Shareholder Information - As of June 30, 2024, the total number of issued shares was 995,676,000[125]. - Director GE Yi holds 133,337,750 shares, representing approximately 13.39% of the total shareholding[125]. - Major shareholder Cavalli holds 133,337,750 shares, representing approximately 13.39% of the total shareholding[131]. Market and Strategic Outlook - The domestic new energy vehicle industry continues to grow rapidly, becoming a significant driver for global development, despite facing challenges such as supply-demand imbalances and intensified competition[36]. - The Group plans to expand the iron phosphate production line in Dongying Factory from 50,000 tonnes/year to 70,000 tonnes/year by the end of 2024, aiming for a total production capacity of 100,000 tonnes/year[38]. - The Group's strategy includes focusing on technology innovation to drive the healthy development of the battery material segment, which is a key strategic direction for long-term growth[39].
彩客新能源(01986) - 2024 - 中期业绩
2024-08-13 12:48
Financial Performance - For the six months ended June 30, 2024, the company's revenue was approximately RMB 1,005.0 million, an increase of about RMB 8.6 million or approximately 0.9% compared to the same period in 2023[1]. - The gross profit for the same period decreased to approximately RMB 145.4 million, a decline of about RMB 30.8 million or approximately 17.5% year-on-year[1]. - The net profit for the six months ended June 30, 2024, was approximately RMB 23.5 million, a decrease of about RMB 19.5 million or approximately 45.3% compared to the previous year[1]. - Basic and diluted earnings per share attributable to ordinary equity holders of the parent were RMB 0.02, a decrease of about RMB 0.01 or approximately 33.3% from the same period in 2023[1]. - The total comprehensive income for the period was RMB 24.7 million, down from RMB 45.9 million in the previous year[2]. - The overall gross margin declined by approximately 3.2 percentage points to about 14.5%, compared to 17.7% for the six months ended June 30, 2023[48]. - The profit attributable to equity holders of the parent company decreased by approximately 52.6% to about RMB 15.6 million, compared to RMB 32.9 million for the six months ended June 30, 2023[49]. Revenue Breakdown - The battery materials segment reported external customer revenue of RMB 281,949,000, up from RMB 217,966,000 in the previous year, reflecting a significant increase of 29.3%[13]. - Revenue from the dye and agricultural chemical intermediates segment decreased by approximately 14.2% to about RMB 502.5 million, compared to RMB 585.4 million for the same period in 2023[51]. - Revenue from the pigment intermediates and new materials segment increased by approximately 14.3% to about RMB 220.6 million, compared to RMB 193.0 million for the same period in 2023[53]. - Revenue from battery materials was RMB 281.9 million, while revenue from agricultural chemical intermediates was RMB 502.5 million, and revenue from pigment intermediates and new materials was RMB 220.6 million[48]. Cash Flow and Investments - Operating cash flow for the six months ended June 30, 2024, was RMB 35,167,000, slightly up from RMB 34,680,000 in the same period last year, representing a 1.4% increase[5]. - The net cash used in investing activities for the first half of 2024 was RMB 10,758,000, a substantial improvement from RMB 80,800,000 in the same period of 2023[5]. - Financing activities resulted in a net cash outflow of RMB 134,311,000 for the first half of 2024, compared to a net inflow of RMB 271,411,000 in the same period last year[5]. - The net cash outflow from investing activities was approximately RMB 10.8 million, a decrease of about RMB 70.0 million from RMB 80.8 million in the same period of 2023[65]. Assets and Liabilities - Non-current assets totaled RMB 1,973.3 million as of June 30, 2024, compared to RMB 1,986.2 million as of December 31, 2023[3]. - Current assets amounted to RMB 1,453.5 million, slightly down from RMB 1,467.5 million at the end of 2023[4]. - Current liabilities totaled RMB 1,139.1 million, showing a slight decrease from RMB 1,140.2 million at the end of the previous year[4]. - The company's total equity was RMB 2,026.8 million, down from RMB 2,054.8 million as of December 31, 2023[4]. - The total assets of the group as of June 30, 2024, were RMB 3,426,755 thousand, an increase from RMB 3,453,696 thousand as of December 31, 2023, reflecting a decrease of approximately 0.8%[14]. - The total liabilities of the group as of June 30, 2024, were RMB 1,399,996 thousand, which is relatively stable compared to RMB 1,398,865 thousand as of December 31, 2023[14]. Dividends and Shareholder Returns - The company declared an interim dividend of RMB 0.005 per share and a special dividend of RMB 0.025 per share for the six months ended June 30, 2024[1]. - The total amount for the interim and special dividends is approximately RMB 4.93 million and RMB 24.64 million, respectively, based on 985,401,000 shares issued[86]. Operational Efficiency - Sales and distribution expenses decreased to approximately RMB 18.9 million, accounting for 1.9% of total revenue, down from 2.4% in the same period last year[60]. - Administrative expenses were approximately RMB 74.7 million, a decrease of about RMB 14.3 million, representing 7.4% of total revenue, down from 8.9% year-on-year[61]. - The company plans to enhance R&D investment and improve safety production management to maintain competitive advantages across its product segments[57]. Employee and Management - The total employee cost was approximately RMB 111.6 million, an increase from RMB 98.7 million for the same period in 2023, primarily due to an increase in employee numbers to enhance production capacity[84]. - The total number of employees increased to 2,117 as of June 30, 2024, compared to 2,031 a year earlier[84]. Compliance and Governance - The Audit Committee, consisting of three independent non-executive directors, has reviewed the unaudited interim financial statements for the six months ending June 30, 2024[92]. - The independent auditor, Ernst & Young, conducted a review of the interim financial information in accordance with Hong Kong Review Standards[92]. - The interim results announcement will be published on the Hong Kong Stock Exchange and the company's website, containing all required information as per listing rules[93].
彩客新能源20240617
2024-06-19 13:04
通过这个市场调研还有结合我们自身的状况就选择了锂电池正极材料的前驱体那它呢本质上也是属于这个中间体的一个分类那当时有两个可以去这个选择参与的赛道一个是磷酸铁里的前驱体磷酸铁一个就是镍铬锰里的前驱体 考虑到镍骨猛酸里当中会有比较高价值的金属元素,那并不是我们所擅长的,所以我们就选择了在磷酸铁这个产品上来进行发力。从2017年开始工业化建设磷酸铁的生产线,在国内也是最早一批开始工业化去参与磷酸铁生产的企业之一。 经历了这个产线这个建设的周期之后呢当它迎来投产的这个时间点但在那个时候呢二元的发展整体是被这个三元是处在一个压制的状况因为当时的续航里程包括国家补贴政策的一个扶持真的直到这个2020年比尔迪推出了高变电池之后那随着这个续航里程的增加成本以及安全性的一个竞争优势 那零三协理又逐渐的回到了这个市场的主流地位那也是一直到今天也算是在整个的这个市场范围当中也是占据了这个超过50%超过一半的一个比例那我们在这个过程中也逐渐的去发展我们的规模提高我们的技术特别是在这个市场比较累落的时候 因为最开始磷酸铁整个中国的供应商当时大家都会选择两步法的生产工艺包括我们在内也不例外我们最早的一条磷酸铁产能是一万五千吨每年那后面随 ...