锐新科技2024年财报：营收利润双降，新能源汽车零部件业务大幅萎缩

Core Insights - The company reported a decline in both revenue and profit for 2024, with total revenue at 622 million yuan, down 6.42% year-on-year, and net profit at 55.30 million yuan, down 26.62% year-on-year [1][4] - The decline in performance is attributed to the global macroeconomic situation and intensified market competition, particularly affecting the electric vehicle components business [4][5] Revenue and Profit Performance - In 2024, the company's total revenue was 622 million yuan, a decrease from 665 million yuan in 2023, marking a 6.42% decline [4] - Net profit and non-recurring net profit were 55.30 million yuan and 52.73 million yuan, respectively, reflecting year-on-year declines of 26.62% and 22.41% [4] - The downward trend in 2024 is more pronounced compared to 2023, where revenue, net profit, and non-recurring net profit also saw declines of 13.19%, 22.49%, and 26.27% respectively [4] Automotive Lightweight Components - The production of automotive lightweight components in 2024 was 1.51 million units, a significant drop of 82.87% from 8.84 million units in the previous year, while sales fell by 80.81% to 1.83 million units from 9.52 million units [4] - The decline in orders for electric vehicle battery box components has directly led to a substantial decrease in production and sales of lightweight components [4][5] New Energy Vehicle Components - The performance in the new energy vehicle components sector was particularly poor, with production of battery box components at 206,100 units, down 96.92% from 6.69 million units, and sales at 492,700 units, down 93.44% from 7.52 million units [5] - The reduction in orders for battery box components is identified as the main reason for the significant drop in production and sales [5][6] Research and Development Investment - The company's R&D investment in 2024 was 24.67 million yuan, a decrease of 16.15% year-on-year, with R&D expenditure accounting for 3.97% of total revenue, down 0.46 percentage points from the previous year [7] - The capitalized rate of R&D investment was 0%, indicating a reduction in the intensity of investment in technological innovation [7] - Despite ongoing development in electric automation equipment components, the company faces greater pressure in technological innovation and market expansion in the new energy vehicle components sector [7]