HANMA TECHNOLOGY(SH:600375) Zhong Guo Zheng Quan Bao - Zhong Zheng Wang·2025-04-24 01:28Core Viewpoint - The company held an annual performance briefing on April 23, 2025, to discuss its 2024 performance and future strategies, addressing investor concerns and outlining operational goals for 2025 [1][10]. Group 1: 2024 Performance Overview - The company reported a revenue of 4.22 billion yuan in 2024, an increase of 8.91% year-on-year [3]. - The net profit attributable to shareholders was 157.23 million yuan, marking a turnaround from previous losses [3]. - As of December 31, 2024, total assets were 7.42 billion yuan, a decrease of 6.64% from the beginning of the year, while net assets attributable to shareholders were 3.30 billion yuan, indicating a positive net asset position [3]. Group 2: 2025 Operational Goals - The company aims to enhance sales and overall ecosystem premium capabilities, focusing on cost competitiveness, delivery assurance, and quality service [2]. - In Q1 2025, the company achieved a production and sales volume of 2,790 and 2,868 trucks, respectively, representing year-on-year growth of 55.17% and 47.68% [2]. Group 3: Challenges and Strategic Responses - The company faces challenges due to market demand contraction and intensified competition, which have negatively impacted its net profit [1]. - The board decided not to distribute profits for 2024 due to negative retained earnings, but plans to enhance investor communication and transparency to boost confidence [2]. - The company is committed to resolving competition issues with its controlling shareholder by March 2026, through various measures including asset transfers and ceasing overlapping business operations [5][6]. Group 4: Future Growth Drivers - The company will continue to focus on the "methanol-hydrogen + electric" technology development route, expanding its product offerings across various applications including heavy trucks and marine equipment [4]. - The company is optimistic about the future of the new energy commercial vehicle industry, driven by supportive government policies and increasing market demand [8]. Group 5: Infrastructure and Market Expansion - The company plans to promote the construction of methanol refueling infrastructure to address the limited availability of refueling stations, thereby facilitating the broader adoption of methanol fuel [9][10].