松原股份(300893) - 2024 Q2 - 季度业绩预告

Market Stability - The passenger car market has remained stable in 2024, providing a solid external foundation for the company's rapid development[1]. - The company is experiencing a trend of domestic substitution, aligning with the cost-reduction demands of the automotive sector[1]. Financial Performance - The preliminary financial data for the first half of 2024 indicates a net profit of approximately 11,975.32 million to 13,235.88 million yuan, representing a year-on-year growth of 90.00% to 110.00%[10]. - The net profit after deducting non-recurring gains and losses is expected to be between 11,475.32 million and 12,735.88 million yuan, reflecting a growth of 103.91% to 126.31% compared to the same period last year[10]. - Non-recurring gains and losses are estimated to impact net profit by approximately 5 million yuan, a decrease from 6.7525 million yuan in the previous year[4]. Product Development - The airbag and steering wheel assembly products are currently in the ramp-up phase, with their contribution stabilizing gradually[4]. Investor Guidance - The financial data for the first half of 2024 will be detailed in the upcoming semi-annual report, and investors are advised to exercise caution[3]. - The company emphasizes the accuracy and completeness of the information disclosed, ensuring no misleading statements or significant omissions[8]. - The performance forecast period covers January 1, 2024, to June 30, 2024[9]. Operational Efficiency - The company has sufficient orders on hand, with a high self-manufacturing rate of components, which supports overall profitability[2].