儒竞科技2024年财报：营收下滑16%，新能源汽车业务成亮点

Core Insights - The company reported a total revenue of 1.297 billion yuan in 2024, a year-on-year decrease of 16.02%, and a net profit of 168 million yuan, down 22.24% [1][4] - Despite the overall decline in performance, the new energy vehicle thermal management sector showed significant growth, with a revenue increase of 47.23% [1][5] Revenue and Profit Decline - The HVAC/R business generated 817 million yuan in revenue, a decline of 31.78%, which was the main factor dragging down overall performance [4] - The company attributed the decline in the HVAC/R sector to a complex global macroeconomic environment and high inventory levels in the heat pump industry [4] - The company continued to invest in R&D and product design, launching a new generation of energy-efficient and intelligent environmental refrigerant series high-power heat pump drivers [4] Growth in New Energy Vehicle Thermal Management - The new energy vehicle thermal management sector achieved a revenue of 453 million yuan, marking a 47.23% increase [5] - Key products in this sector include electric compressor controllers, PTC controllers, and multi-functional battery thermal management controllers, which have successfully entered the supply chains of major automotive manufacturers [5] - The company has increased R&D investment in this area, developing multiple thermal management system products that meet diverse market needs and expanding its product line [6] Automation Sector Development - The company is making steady progress in the automation sector, focusing on niche applications and the robotics market through strategic R&D investments [7] - Key products include servo drivers, system controllers, servo motors, inverters, PLCs, and HMIs, which are widely used in various industries such as industrial robotics, electronics manufacturing, and logistics [7] - Despite the overall decline in 2024, breakthroughs in the new energy vehicle thermal management sector are expected to provide strong momentum for future growth [7]