中信博境外收入快增净利2年增13倍 拟投逾20亿建零碳基地布局“绿电+”

Core Viewpoint - The company, 中信博, has reported significant growth in its financial performance for 2024, achieving over 90 billion yuan in revenue and a net profit of 6.32 billion yuan, indicating a strong competitive position in the photovoltaic industry despite overall market pressures [1][3]. Financial Performance - In 2024, 中信博 achieved operating revenue of 90.26 billion yuan, a year-on-year increase of 41.25% [3]. - The net profit attributable to shareholders reached 6.32 billion yuan, reflecting an 83.03% increase compared to the previous year [1][3]. - The net profit has increased over 13 times since 2022, showcasing consistent growth over three consecutive years [1][3]. International Market Performance - Revenue from overseas projects amounted to 73.60 billion yuan, marking a substantial year-on-year growth of 127.63% [2][4]. - Domestic project revenue, however, saw a decline of 48.65%, totaling 16.10 billion yuan [4]. Cost Management and Profitability - The company reported a comprehensive gross margin of 18.63% and a net margin of 7.14%, both showing improvements from the previous year [5]. - The decrease in raw material costs, particularly steel, and the optimization of procurement channels contributed to the improved margins [3][5]. Strategic Investments - 中信博 plans to invest 20.22 billion yuan in constructing a zero-carbon headquarters project, aimed at enhancing its capabilities in "tracking+" and "green electricity+" system solutions [2][7]. - This investment aligns with national dual carbon and energy transition strategies, focusing on sustainable development and new material opportunities [7]. Market Position and Product Competitiveness - 中信博 is recognized as a leading provider of photovoltaic tracking systems, fixed support systems, and BIPV solutions, with a global market share of 9% in the tracking system segment, ranking fifth worldwide [6]. - The company has established a robust manufacturing presence with production bases in multiple regions, enabling rapid response to global delivery demands [5][6].