Group 1 - The core announcement from Doli Technology indicates that its wholly-owned subsidiaries, Kunshan Daya and Shanghai Doli, have received notifications from several domestic clients for automotive parts supply, with expected mass production starting in 2025 and 2026, and projected sales of approximately 1.3 to 1.5 billion yuan over three years [1] - The projects involve integrated die-casting and hot-formed components, with clients including two leading domestic new energy vehicle manufacturers, six automotive manufacturers, and one parts supplier [1] - Doli Technology aims to enhance its product structure through these projects, which are expected to positively impact future revenue and operational efficiency, although actual supply volumes may vary due to market conditions and client production plans [1] Group 2 - On November 18, 2024, Doli Technology announced that Kunshan Daya received notifications from two leading new energy vehicle manufacturers for integrated die-casting components, with mass production expected to start in 2026 and projected sales of about 1.2 to 1.4 billion yuan over the project lifecycle [2] - In September 2023, Kunshan Daya was also confirmed as a supplier for a major new energy vehicle manufacturer, with a project expected to start mass production in 2025 and projected sales of approximately 2.1 to 2.3 billion yuan [2] - Doli Technology is focusing on production capacity planning around client production bases and has established four integrated die-casting production lines in Jiangsu Yancheng and Anhui Liu'an, with additional lines under construction [2] Group 3 - As Doli Technology expands its business scale and accelerates production line construction, the demand for funding has increased, leading to a capital increase of 665 million yuan for four wholly-owned subsidiaries [3] - The company's performance has faced challenges in 2024, with revenue and net profit declining by 9.42% and 11.68% year-on-year, respectively, totaling 2.487 billion yuan and 342 million yuan [3] - However, the third quarter of 2024 showed signs of stabilization, with revenue and net profit reaching 955 million yuan and 123 million yuan, reflecting quarter-on-quarter growth of 26.86% and 17.94% [3]
多利科技子公司获多个项目定点 量产后三年预计销售总金额约13亿—15亿元