望变电气上半年预计净利润增长32.21%到55.20% 取向硅钢业务整体毛利率提升

Group 1 - The company Chongqing Wangbian Electric (603191) expects a net profit attributable to shareholders of 46 million to 54 million yuan for the first half of the year, representing a year-on-year increase of 32.21% to 55.20% [1] - The net profit after deducting non-recurring gains and losses is projected to be between 42 million and 50 million yuan, showing a significant year-on-year growth of 153.79% to 202.13% [1] - The overall performance improvement is attributed to the production of an 80,000-ton high-end magnetic new material project, which has positively impacted the gross profit margin of oriented silicon steel [1] Group 2 - Yunnan Transformer Electric Co., a subsidiary of Wangbian Electric, has seen steady revenue growth in its power distribution and control equipment business, contributing to profit increases [1] - In April 2024, Wangbian Electric successfully acquired 79.97% of Yunnan Transformer Electric, enhancing its supply capacity from 110kV to 500kV [1] Group 3 - Yunnan Transformer Electric's newly developed OSFPSZ18-250000/220 autotransformer has received certification from the KEMA laboratory, a significant achievement for entering high-end markets [2] - The KEMA certification is recognized globally and is essential for market entry in Europe and North America, indicating that the product meets international standards [2] Group 4 - The new 220kV three-phase autotransformer features innovative design elements, including a series coil voltage regulation method and a forced oil circulation cooler integrated into the transformer body [3] - The product underwent rigorous testing, including 39 test items, to meet IEC standards, showcasing its advanced technical performance [4] - The successful certification marks Yunnan Transformer Electric's entry into the global high-end power equipment supplier market, with plans for continuous innovation and integration of international standards [4]