Core Viewpoint - Jindi Co., Ltd. has received a significant boost with its subsidiary, Mattesco Mexico, obtaining a letter of intent from a global automotive parts company for the development and supply of new energy electric drive stator cores and rotor assemblies, with a project lifecycle from 2026 to 2031 and a total amount of approximately 640 million yuan [1] Group 1: Financial Performance - In 2024, Jindi Co., Ltd. achieved a total revenue of 1.355 billion yuan, representing a year-on-year growth of 19.26%, while the net profit attributable to shareholders decreased by 24.85% to 100 million yuan [3] - The revenue from bearing retainers and automotive precision components accounted for 87.68% of the company's total revenue [3] - In Q1 2025, the company reported a revenue of 381 million yuan, a year-on-year increase of 39.81%, and a net profit of 39 million yuan, up 34.65% [5] Group 2: Product Development and Market Position - Jindi Co., Ltd. is a leader in the domestic bearing retainer market, with a projected revenue of 593 million yuan from bearing retainers in 2024, an increase of 16.09% year-on-year [3] - The company has a technological advantage in the new energy asynchronous motor rotor and stator products, with automotive precision components revenue reaching 595 million yuan in 2024, a year-on-year increase of 27.05% [3] - The revenue from rotor and stator series products surged by 303.26% to 158 million yuan [3] Group 3: Strategic Partnerships and Global Expansion - Jindi Co., Ltd. has established long-term partnerships with major global and domestic manufacturers in the bearing retainer sector, including SKF, Schaeffler, and Timken [4] - The company has accelerated its global market layout in 2024, setting up R&D and sales centers in Japan and Germany, and production bases in Mexico and Serbia [4] - The subsidiary Mattesco Mexico was established in 2024 to better respond to local market demands [4] Group 4: Future Prospects and Innovations - The company is developing a flexible wheel initial blank product using precision stamping technology to replace forging processes, currently in the testing phase [6] - Jindi Co., Ltd. is also innovating in the eVTOL sector by developing motor assemblies for electric vertical takeoff and landing aircraft, leveraging core technologies from the new energy vehicle sector [6] - The company is expected to benefit from trends in humanoid robotics and the low-altitude economy due to its recent innovations and developments [6]
鲁股观察 | 金帝股份被全球知名汽车零部件公司青睐！