韦尔股份(603501) - 2024 Q2 - 季度业绩预告

Financial Performance Expectations - The company expects a net profit attributable to shareholders for the first half of 2024 to be between 1,307.79 million and 1,407.79 million CNY, representing a year-on-year increase of 754.11% to 819.42%[3]. - The expected net profit after deducting non-recurring gains and losses is projected to be between 1,317.98 million and 1,417.98 million CNY, reflecting a year-on-year increase of 1,769.15% to 1,895.79%[4]. - The anticipated operating revenue for the first half of 2024 is between 11,903.81 million and 12,183.81 million CNY, which is an increase of 34.38% to 37.54% compared to the same period last year[4]. - The net profit for the same period last year was 153.12 million CNY, with a net loss of 78.96 million CNY after deducting non-recurring items, and operating revenue was 8,858.46 million CNY[5]. Market and Operational Factors - The significant increase in performance is attributed to the recovery of market demand and growth in downstream customer needs, particularly in the high-end smartphone and automotive markets[6]. - The company has been optimizing its product and supply chain structures to better cope with industry fluctuations, leading to a gradual recovery in product gross margins[6]. Earnings Forecast Validity - The data provided in the earnings forecast is preliminary and has not been audited by an accounting firm, with the final figures to be disclosed in the official semi-annual report[7]. - The company has not identified any significant uncertainties that could impact the accuracy of the earnings forecast[7].