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2024年储能电池业务毛利率为负值 维科技术回应问询函:产能利用率仅10%左右
Mei Ri Jing Ji Xin Wen· 2025-06-20 16:34
Core Viewpoint - The company is undergoing a strategic transformation towards sodium-ion battery storage business due to declining demand for lithium batteries in consumer electronics, with a focus on scaling production despite current financial challenges [2][3]. Financial Performance - In 2024, the company reported a revenue of 1.528 billion yuan, a year-on-year decrease of 8.64%, with a net profit attributable to shareholders of -28.71 million yuan [4]. - The gross margin improved by 4.91 percentage points to 13.95%, despite declines in revenue across its main product lines [4]. Sodium-Ion Battery Business - The company has secured approximately 100 MWh of sodium-ion battery storage project orders, with an additional 600 MWh in reserve, indicating a growing demand in the domestic market for 2025 [3]. - The company achieved a revenue of 6.811 million yuan from its energy storage battery business in 2024, with a gross margin of -7.35%, although this represents a year-on-year increase of 19.28 percentage points [2]. Market Conditions and Strategy - The company attributes the negative gross margin in the energy storage segment to low production capacity utilization (around 10%), high fixed costs, and initial low pricing strategies to capture market share [2]. - The decline in overall revenue is linked to falling raw material prices and a strategic shift to optimize customer structure by avoiding low or negative margin clients [5].
维科技术: 维科技术关于公司2024年年度报告的信息披露监管问询函的回复公告
Zheng Quan Zhi Xing· 2025-06-20 09:21
Core Viewpoint - The company, Weike Technology, has received an inquiry letter regarding its 2024 annual report, highlighting a decline in revenue across its lithium-ion battery segments, despite an increase in overall gross margin [1]. Group 1: Business Performance - Revenue from lithium-ion batteries, small power batteries, and consumer aluminum shell lithium-ion batteries has decreased, while the overall gross margin increased by 4.91 percentage points to 13.95% [1]. - The company reported a net profit attributable to shareholders of -0.29 billion and -0.89 billion after deducting non-recurring gains and losses, with a debt restructuring gain of 0.13 billion included in non-recurring items [1]. Group 2: Business Segments - The main business segments include consumer batteries (polymer and aluminum shell batteries) and small power batteries (for two-wheelers and power tools), with over 80% of revenue derived from consumer lithium-ion battery sales [2][3]. - The company is gradually expanding its presence in the small power lithium-ion battery sector and is also exploring sodium-ion battery applications [2]. Group 3: Operational Model - The operational model consists of procurement, production, and sales, with procurement based on production plans and sales forecasts [3]. - The production strategy is customer-driven, primarily adopting a make-to-order approach, while sales are mainly direct, with a focus on customized products for end customers [3]. Group 4: Financial Data - The total sales revenue for small power batteries was 22,801.58 million, with a cost of sales of 20,809.02 million, resulting in a gross margin of 8.74% [4]. - The sales revenue for energy storage batteries was 6,811.00 million, with a cost of sales of 7,311.33 million, leading to a negative gross margin of -7.35% [5]. - Overall, the company experienced a slight decline in revenue due to falling prices of key raw materials and a shrinking market demand for consumer aluminum shell batteries [5].
维科技术: 关于上海证券交易所 《关于维科技术股份有限公司 2024 年年度报告的信息披露监管问询函》有关财务问题回复的专项说明
Zheng Quan Zhi Xing· 2025-06-20 09:19
Core Viewpoint - The company, Weike Technology Co., Ltd., is responding to the Shanghai Stock Exchange's inquiry regarding its 2024 annual report, highlighting significant changes in revenue and profit margins across its business segments [1][2]. Financial Performance - The company reported a decline in revenue from its lithium-ion battery, small power battery, and consumer aluminum shell lithium-ion battery segments, while the overall gross margin increased by 4.91 percentage points to 13.95% [2]. - The net profit attributable to the parent company for 2024 was -0.29 billion yuan and -0.89 billion yuan after deducting non-recurring gains and losses, which included a debt restructuring gain of 0.13 billion yuan [2]. Business Segments - The main business areas include consumer batteries (polymer and aluminum shell batteries) and small power batteries (for two-wheeled vehicles and power tools), with over 80% of revenue derived from consumer lithium-ion battery sales [4][5]. - The company is gradually expanding its presence in the small power lithium-ion battery sector and is also focusing on sodium-ion battery applications [4]. Operational Model - The operational model consists of procurement, production, and sales, with a focus on customer demand and market orientation. The company employs a make-to-order production strategy based on sales forecasts and customer orders [5]. - The procurement strategy involves planning based on production schedules and market trends, with a mix of long-term contracts and spot purchases [5]. Revenue and Cost Analysis - In 2024, the company experienced a slight decline in total revenue due to decreased sales prices of major products and a shrinking market demand for consumer aluminum shell batteries [6]. - The total sales revenue for 2024 was 148.63 billion yuan, down from 160.99 billion yuan in 2023, with a gross margin of 12.84% compared to 8.97% in the previous year [6]. Customer and Supplier Relationships - The company maintains relationships with several key customers and suppliers, with detailed disclosures regarding transaction amounts, contract terms, and execution status [3][4]. - The company has implemented a prepayment system for certain customers to mitigate credit risk, particularly for those with significant sales volumes [10].
维科技术(600152) - 世纪证券有限责任公司关于维科技术股份有限公司2024年年度报告问询函的回复
2025-06-20 08:31
世纪证券有限责任公司关于维科技术股份有限公司 2024年年度报告问询函的回复 维科技术股份有限公司(以下简称"公司"或"维科技术")于近日收到 上海证券交易所上市公司管理一部下发的《关于维科技术股份有限公司2024年 年度报告的信息披露监管问询函》(上证公函【2025】0615号)(以下简称" 问询函")。公司对问询函所提到的事项逐一进行核实和分析,世纪证券有限 责任公司(以下简称"世纪证券")对问询函中提到的需要世纪证券发表意见的 事项进行了认真核查。现将有关事项的核查情况说明如下: 经核查前十大支付对象的工商信息,核实相关交易对方与公司及其董监高 、控股股东、实际控制人之间不存在关联关系;结合相关合同、交易原始单据 的检查等程序,相关资金均用于钠离子电池项目设备采购,不存在相关资金实 际流向控股股东、实际控制人或其他关联方的情形。 保荐机构核查程序及意见: 2.年报及相关公告显示,2024年公司通过公开招标取得百MWh级钠电储能 应用项目,具备规模化量产能力;报告期内储能电池业务实现营业收入6,811万 元,毛利率为-7.35%,同比增加19.28个百分点后仍为负值。公司于2022年将原 募投项目部分未使 ...
维科技术(600152) - 关于上海证券交易所 《关于维科技术股份有限公司 2024 年年度报告的信息披露监管问询函》有关财务问题回复的专项说明
2025-06-20 08:30
关于上海证券交易所 《关于维科技术股份有限公司 2024 年年度报告 的信息披露监管问询函》 有关财务问题回复的专项说明 关于上海证券交易所 《关于维科技术股份有限公司 2024 年年度报告 的信息披露监管问询函》 有关财务问题回复的专项说明 天平函[2025]0002 号 上海证券交易所: 维科技术股份有限公司(以下简称"公司"或"维科技术")于近日转来贵所上市公司 管理一部下发的《关于维科技术股份有限公司 2024 年年度报告的信息披露监管问询函》(上 证公函【2025】0615 号)(以下简称"问询函")。浙江天平会计师事务所(特殊普通合伙) (以下简称"会计师")对问询函中提到的需要会计师发表意见的事项进行了审慎核查。现 将有关事项的核查情况说明如下: 1.年报显示,公司 2024 年实现营业收入 15.28 亿元,同比下降 8.64%,其中消费类聚 合物锂离子电池、小动力电池及消费类铝壳锂离子电池业务收入均有下降;公司综合毛利 率则大幅上升 4.91 个百分点至 13.95%,其中前述业务毛利率分别增加 4.19、3.72、12.98 个百分点。公司 2024 年实现扣非前后归母净利润-0.29 亿 ...
维科技术(600152) - 维科技术关于公司2024年年度报告的信息披露监管问询函的回复公告
2025-06-20 08:30
证券代码:600152 证券简称:维科技术 公告编号:2025-027 维科技术股份有限公司 关于公司 2024 年年度报告的信息披露监管问询函的 回复公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 维科技术股份有限公司(以下简称"公司"或"维科技术")于近日收到上海证券交易 所上市公司管理一部下发的《关于维科技术股份有限公司 2024 年年度报告的信息披露监管 问询函》(上证公函【2025】0615 号)(以下简称"问询函")。公司对问询函所提到的事项 逐一进行核实和分析,浙江天平会计师事务所(特殊普通合伙)(以下简称"会计师")对问 询函中提到的需要会计师发表意见的事项进行了认真核查,世纪证券有限责任公司(以下简 称"世纪证券")对问询函中提到的需要世纪证券发表意见的事项进行了认真核查。现将有 关事项的核查情况说明如下: 1.年报显示,公司 2024 年实现营业收入 15.28 亿元,同比下降 8.64%,其中消费类聚 合物锂离子电池、小动力电池及消费类铝壳锂离子电池业务收入均有下降;公司综合毛利 率则大幅上升 4. ...
昔日手机巨头金立通信第二次破产分配 维科技术已落袋68万元,其他上市公司呢?
Mei Ri Jing Ji Xin Wen· 2025-05-27 11:58
Core Viewpoint - The company Viko Technology announced that its subsidiary, Viko Battery, received a debt distribution amount of 682,600 yuan from the bankruptcy case of Gionee Communication, highlighting the ongoing financial impact of Gionee's restructuring and bankruptcy on its suppliers [1][3]. Group 1: Debt Recovery and Legal Proceedings - Viko Battery filed a lawsuit in January 2018 against Gionee Communication and its subsidiaries for unpaid debts totaling 84.0999 million yuan, seeking payment and interest [2]. - The Dongguan Intermediate Court ruled in November 2019 that Gionee's subsidiaries, Dongguan Jinzhuo Communication and Dongguan Jinming Electronics, owed Viko Battery 54.4803 million yuan and 80.6549 million yuan respectively, with Gionee and its chairman Liu Lirong bearing joint liability [2][3]. Group 2: Bankruptcy Distribution and Financial Impact - As of May 26, 2023, Viko Battery received 682,600 yuan from the second distribution of Gionee's bankruptcy assets, which was approved by the Shenzhen Intermediate Court [3]. - Viko Technology reported that as of the end of 2022, it had accounts receivable of 78.7701 million yuan from Gionee, fully provisioned for impairment, and the recent distribution will offset this bad debt, impacting the company's profit for 2025 by 682,600 yuan [4]. Group 3: Broader Industry Impact - Other companies, including Shenzhen Tianma A and Shenzhen Huachuang, have also been affected by Gionee's bankruptcy, with Tianma A reporting a bankruptcy claim of 101 million yuan against Gionee [5].
维科技术: 维科技术涉及诉讼进展的公告
Zheng Quan Zhi Xing· 2025-05-27 10:21
Core Viewpoint - The announcement details the progress of a lawsuit involving the company's subsidiary, Ningbo Weike Battery Co., Ltd., which is currently in the execution phase, with a distribution amount of RMB 776,559.67 expected to impact the company's profit positively [2][4]. Group 1: Case Background - The subsidiary Weike Battery filed a lawsuit in January 2018 against Dongguan Jinzhuo Communication Technology Co., Ltd. for unpaid debts, seeking payment and interest [2]. - The case was transferred to Dongguan Intermediate People's Court due to jurisdictional issues and was paused when the defendant entered bankruptcy proceedings [2]. - A civil judgment was issued, ordering the defendant to pay RMB 54,480,272.62 in principal and interest [2]. Group 2: Current Case Progress - The bankruptcy of Shenzhen Jindong Communication Equipment Co., Ltd. was recognized, and a distribution plan was approved in July 2023, with Weike Battery's claim amounting to RMB 682,602.55 [3]. - An additional distribution amount of RMB 776,559.67 was confirmed for Weike Battery, which was received on May 27, 2025 [4]. Group 3: Financial Impact - As of December 31, 2022, the company had accounts receivable from the Jindong group totaling RMB 78,770,110.37, with an equivalent impairment provision already made [4]. - The receipt of the distribution amount will offset the bad debt provision, positively affecting the company's profit by RMB 776,559.67 [4].
5月27日晚间重要公告一览
Xi Niu Cai Jing· 2025-05-27 10:16
Group 1 - Guangdian Electric's wholly-owned subsidiary plans to sell 5.91% stake in Shanghai Winshun Electric Technology Co., Ltd. to Yapp Automotive Parts Co., Ltd. for 62.63 million yuan, aiming to optimize asset structure [1] - Anhui Natural Gas received approval for the registration of 500 million yuan short-term financing bonds and 600 million yuan medium-term notes, valid for two years [1] - Kirin Security received government subsidies totaling 6.48 million yuan, which are related to revenue [2] Group 2 - Junshi Biosciences received approval for two new indications for its self-developed drug, Oncorhynchus monoclonal antibody injection, targeting adult patients with heterozygous familial hypercholesterolemia and non-familial hypercholesterolemia [3] - China Resources Double Crane's subsidiary passed GMP compliance inspection for small and large volume injection production lines [4] - Nanjing Public Utilities' board approved the absorption and merger of its wholly-owned subsidiary, Nanjing Jinguang Industry Co., Ltd. [7] Group 3 - Boya Bio received drug registration certificate for human immunoglobulin (pH4) in the Dominican Republic, valid until August 12, 2029 [8] - Jizhi Co. announced that its controlling shareholder and actual controller committed not to reduce their shareholdings until December 31, 2025 [9] - Yuhua Tian won a bid for the integrated urban management project in Lanzhou City, with a total service subsidy of 353 million yuan [10] Group 4 - Anke Rui obtained five invention patent certificates related to various energy management and control technologies [11] - Kebo Da's wholly-owned subsidiary plans to acquire 100% of Czech IMI Company for approximately 9.43 million euros to enhance global production layout [13] - Yantian Port announced a cash dividend of 1.30 yuan per 10 shares, totaling 676 million yuan [14] Group 5 - Huawang Technology plans to distribute a cash dividend of 0.45 yuan per share and a capital reserve increase of 0.20 shares per share [15] - Kabe Yi established a wholly-owned subsidiary in Japan to enhance its business layout [16] - Dongcheng Pharmaceutical's subsidiary received approval for the marketing of sodium fluoride injection, a PET radiopharmaceutical [18] Group 6 - Huaxin New Materials' subsidiary received two utility model patent certificates for innovative devices [19] - Lingang Steel's new 2290 cubic meter blast furnace has been successfully put into operation [21] - Xinlitai received drug registration certificate for Sacubitril/Valsartan tablets, the first of its kind in China [23] Group 7 - Aike Co.'s subsidiary received project designation notices from multiple clients for electric drive platform components [25] - Tonghe Pharmaceutical received drug registration certificate for Apixaban in South Korea [26] - Junting Hotel signed a cooperation agreement with Choice Hotels for exclusive brand usage in mainland China [28] Group 8 - Guangdong Hongtu plans to establish a wholly-owned subsidiary in Zhengzhou to enhance market layout [30] - Yuheng Pharmaceutical signed a joint promotion agreement for Pemafibrate tablets with Xinghe Pharmaceutical [31] - Chongqing Steel terminated the absorption and merger of its wholly-owned subsidiary, citing strategic advantages of independent operation [33] Group 9 - Jihong Co. announced the listing of its H-shares on the Hong Kong Stock Exchange [34] - Deshi Co. announced plans for shareholders to reduce their holdings by up to 0.3% [36] - Xinhai Medical's subsidiary received medical device registration for a dialysis fluid filter [42]
维科技术(600152) - 维科技术涉及诉讼进展的公告
2025-05-27 10:00
维科技术股份有限公司 涉及诉讼进展的公告 证券代码:600152 证券简称:维科技术 公告编号:2025-026 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示: 案件所处的阶段:执行阶段; 是否会对上市公司损益产生负面影响:截至 2022 年 12 月 31 日,公司对金 立系公司的应收账款为 78,770,110.37 元,已计提减值准备 78,770,110.37 元。 本次分配金额到款后,将冲回应收账款的坏账准备,对公司本期利润的影响金 额为 776,559.67 元。 一、本次案件的基本情况 公司子公司维科电池于 2018 年 1 月向宁波市北仑区人民法院递交了起诉状, 起诉交易对方(东莞金卓通信科技有限公司)拖欠货款,诉请交易对方支付相 关应收款项及相应利息、费用等,并诉请担保人(深圳市金立通讯设备有限公 司、刘立荣)承担连带清偿责任(公告编号:2018-002)。因管辖权异议等诉讼 程序性事宜,案件从宁波北仑区人民法院移交至东莞市第二人民法院,后由东 莞市中级人民法院提审,未正式开庭,因金立案进入破 ...