豪迈科技获1.35亿电加热硫化机订单 研发投入4.67亿增30%年赚20亿

Core Viewpoint - Haomai Technology has made significant progress in its electric heating vulcanization machine business, securing orders totaling 135 million yuan, which is expected to positively impact the company's future performance [1][2]. Financial Performance - In 2024, Haomai Technology's revenue is projected to reach 8.813 billion yuan, representing a year-on-year growth of 22.99%, while net profit is expected to be 2.011 billion yuan, up 24.77%, marking a historical high [1][4]. - The company's R&D investment for the same year is approximately 467 million yuan, reflecting a 30.03% increase [1][6]. - The gross margin for 2024 is reported at 34.30%, a slight decrease of 0.35 percentage points, while the net profit margin improved by 0.36 percentage points to 22.85% [4]. Business Segments - Haomai Technology operates three main business segments: tire molds, large component machinery, and machine tools, all of which have shown growth in 2024 [5][6]. - The tire mold segment generated 4.651 billion yuan in revenue, a 22.73% increase, accounting for 52.78% of total revenue [5]. - The large component machinery segment achieved 3.332 billion yuan in revenue, up 20.31%, representing 37.81% of total revenue [5]. - The machine tool segment reported 399 million yuan in revenue, a growth of 29.30%, making up 4.53% of total revenue [5]. Market Expansion and Strategy - To meet market demand, Haomai Technology plans to expand its production capacity through acquisitions, including a 105 million yuan purchase of land and equipment from Shandong Haomai Heavy Industry [3]. - The company has established a global production service system with subsidiaries in various countries and has formed strategic partnerships with several Fortune 500 companies [4]. Shareholder Returns - For the 2024 fiscal year, Haomai Technology plans to distribute a cash dividend of 4.00 yuan per 10 shares, totaling 319 million yuan, which represents 30.77% of the net profit for the year [7].