大洋电机2024年归母净利润8.88亿元 现金分红和股份回购总额预计达5.1亿元

Financial Performance - In 2024, the company achieved operating revenue of 12.113 billion yuan, a year-on-year increase of 7.31% [1] - The net profit attributable to shareholders reached 888 million yuan, reflecting a year-on-year growth of 40.82% [1] - The company proposed a profit distribution plan, intending to distribute a cash dividend of 316 million yuan, with a total dividend amount of 460 million yuan for the year, resulting in a payout ratio of 51.84% [1] Business Development - The company is expanding its presence in the automotive sector while strategically entering the hydrogen energy market, which is projected to grow from a hundred billion to a trillion-level industry [2] - The company has established production bases and subsidiaries in multiple countries, including China, the USA, Mexico, the UK, Vietnam, and India, with ongoing construction in Morocco and Thailand [2] - The BHM division reported operating revenue of 7.011 billion yuan, a 13.88% increase year-on-year, focusing on digital management and automation projects to enhance efficiency and product quality [3] Automotive Sector - The automotive parts segment generated revenue of 4.947 billion yuan, a 4.4% increase from the previous year, with over 30 new mass production projects for electric vehicles [4] - The company is enhancing local manufacturing capabilities in overseas markets, with the establishment of factories in Thailand and Morocco [4] - The vehicle rotating electrical appliances business is improving lean production and expanding into the aftermarket, achieving significant results in domestic market penetration [5] Hydrogen Energy Initiatives - The company is making progress in hydrogen energy, collaborating with leading clients on the introduction and validation of hydrogen fuel cell balance of plant (BOP) products [6] - The company is also advancing the industrialization of solid oxide fuel cell (SOFC) and electrolysis hydrogen production technologies through partnerships with top research institutions [6] Future Outlook - The company plans to continue strengthening its core businesses in building ventilation and household appliance motors while accelerating the development of electric drive systems for new energy vehicles and actively entering the hydrogen energy sector [6]