特锐德：双轮驱动战略显成效 2024年实现营收净利双增

Core Viewpoint - Teruid achieved significant revenue and profit growth in 2024, driven by its dual strategy of "smart manufacturing + integrated services" and "electric vehicle charging network" amidst national carbon neutrality and new power system construction opportunities [1] Group 1: Financial Performance - The total revenue for Teruid reached 15.374 billion yuan, representing a year-on-year increase of 21.15% [1] - The net profit attributable to shareholders was 917 million yuan, showing a substantial year-on-year growth of 86.62% [1] Group 2: Core Business Segments - The "smart manufacturing + integrated services" segment generated revenue of 10.485 billion yuan, up 22.47% year-on-year, with a net profit of 709 million yuan, soaring 91.42% [2] - The "electric vehicle charging network" segment achieved revenue of 4.890 billion yuan, an 18.41% increase, with a net profit of 208 million yuan, growing 71.93% [2] - The company operated 709,000 public charging terminals by the end of 2024, maintaining its industry-leading position, with total charging volume exceeding 39 billion kWh [2] Group 3: Market Expansion - In the domestic market, Teruid focused on new energy generation and grid upgrade demands, successfully winning major projects including high-voltage digital prefabricated modular substations [3] - Internationally, Teruid expanded significantly, securing contracts worth 800 million yuan, a 131.87% increase year-on-year, with a notable 700 million yuan contract for a high-voltage mobile substation project in Saudi Arabia [3] - The overseas business revenue proportion increased to 3.07%, indicating a successful global expansion strategy [3] Group 4: Charging Network Ecosystem - Teruid has developed a deep integration of energy and transportation through its charging network, establishing over 800 new energy microgrid stations across more than 140 cities [4] - The company has created a virtual power plant with 3,400 dispatchable stations, participating in peak shaving and demand response, generating nearly 10 million yuan in benefits [4] - Collaborations with over 70 automotive companies have led to the establishment of more than 1,900 brand stations, enhancing service offerings through partnerships with insurance companies [4] - Looking ahead to 2025, Teruid aims to deepen its dual-driven global strategy, focusing on high-end and intelligent upgrades in smart manufacturing and accelerating the commercialization of its charging network and virtual power plant [4]