北交所汽配企业年报亮眼

Core Viewpoint - The annual performance briefing held by the Beijing Stock Exchange focused on the automotive parts industry, highlighting the financial performance and future strategies of five listed companies in the sector. Group 1: Main Business Focus - Taide Co., Ltd. reported a revenue of 340 million yuan in 2024, a year-on-year increase of 23.13%, and a net profit of 24.95 million yuan, up 216.53% [2] - Jiezong Technology achieved a revenue of 286 million yuan in 2024, reflecting a 23.63% growth, with a net profit of 62.51 million yuan, increasing by 56.86% [2] - Huayang Transmission's revenue reached 512 million yuan in 2024, marking a 57.82% increase, with 257 million yuan coming from passenger vehicle parts sales [3] - Jianbang Technology's factory in Thailand is expected to be operational in the second quarter, with an annual production capacity of 300,000 to 500,000 units, translating to an estimated annual revenue of 100 million to 150 million yuan [3] Group 2: Business Expansion - Companies are actively expanding their business boundaries to seek new growth points, particularly in automotive electronics and robotics [4] - Taide Co., Ltd. plans to enhance market development in engineering machinery, robotics, and high-end bearings by 2025 [4] - Jiezong Technology is looking to expand into robotics, low-altitude economy, and military industries for high-quality development [4] - Dezhong Automotive is innovating its business model to include used cars and safety inspections, aiming to enhance its automotive sales and after-sales service [5] Group 3: Innovation and R&D - Continuous R&D innovation is crucial for maintaining competitiveness in the automotive parts industry [6] - Taide Co., Ltd. is focusing on developing flexible bearing technology, which requires high material purity and precision manufacturing [6] - Jianbang Technology's R&D investment for 2024 is 23.67 million yuan, a 19.49% increase, with a focus on automotive electronics [6] - Jiezong Technology's R&D expenses for 2024 are 13.12 million yuan, up 16.78%, emphasizing the development of new energy vehicle components and intelligent production technology [7]