SLC(603648)2022-08-23 16:00Financial Performance - The company's operating revenue for the first half of 2022 was ¥754,243,761.27, a decrease of 5.94% compared to ¥801,843,924.13 in the same period last year[18]. - The net profit attributable to shareholders for the first half of 2022 was ¥70,771,240.45, down 5.82% from ¥75,143,772.37 in the previous year[18]. - Basic earnings per share for the first half of 2022 were ¥0.1940, reflecting a decrease of 4.81% from ¥0.2038 in the same period last year[19]. - The weighted average return on equity decreased to 3.89%, down from 4.23% in the previous year, a reduction of 0.34 percentage points[19]. - The company reported a significant increase in revenue, achieving a total of 500 million allocated for this purpose[71]. Market and Customer Insights - The revenue proportion from the largest core customer, Apple, decreased from 37.24% in 2017 to 23.70% in 2021, marking a decline of nearly 14 percentage points over five years[52]. - The company has seen rapid growth in its medical and consumer goods sectors, which have significantly mitigated the challenges posed by the declining revenue share from Apple[52]. - The company aims to enhance customer loyalty through a butler-style service model, providing timely and professional solutions to its clients[28]. Risk Factors - The company faces risks from the ongoing COVID-19 pandemic, which may disrupt business operations and create systemic risks[49]. - The company is exposed to risks from Sino-U.S. trade tensions, which may impact its business development[51]. - Risks associated with third-party logistics outsourcing may impact the quality of the company's supply chain services, despite insurance coverage for potential damages[55]. Corporate Governance and Compliance - The company committed to not selling shares below the initial public offering price during the two-year lock-up period after the expiration of the lock-up[67]. - The company will compensate investors for direct losses incurred due to reliance on its commitments, with compensation amounts determined through negotiation or regulatory authority[68]. - The company has not provided any guarantees to related parties or subsidiaries during the reporting period, with a total guarantee amount of RMB 0[82]. Inventory and Financial Management - The company achieved a 45.90% increase in inventory to ¥56.56 million, attributed to increased supply chain trade business[40]. - The company uses the lower of cost or net realizable value to measure inventory, with provisions for inventory write-downs based on cost exceeding net realizable value[199]. - The perpetual inventory system is employed for inventory management, ensuring accurate tracking of stock levels[199].