道氏技术(300409) - 2024 Q2 - 季度业绩预告

Financial Performance - The company expects a net profit of approximately 88 million yuan for the first half of 2024, compared to a loss of 44.995 million yuan in the same period last year[15]. - The net profit after deducting non-recurring gains and losses is projected to be around 90.45 million yuan, up from a loss of 56.6076 million yuan in the previous year[15]. - Non-recurring gains, primarily from government subsidies, are expected to positively impact net profit by approximately 15 million yuan[5]. - The financial data presented is preliminary and has not been audited, with detailed figures to be disclosed in the upcoming half-year report[12]. Production and Output - The production of cathode copper reached 19,674 tons, representing a year-on-year increase of approximately 61%[4]. - The output of cobalt intermediate products surged to 793 tons, marking a year-on-year growth of about 510%[4]. Market and Sales - The company has seen an increase in overseas market shipments, contributing to a sustained rise in export revenue[10]. - The company continues to focus on internationalization strategies and actively expand into overseas markets[16]. - The metal copper market prices have remained favorable, leading to an increase in cathode copper prices compared to the previous year[17]. Inventory Management - The company has reduced the provision for inventory impairment compared to the same period last year[11].