Hoymiles(SH:688032) Xin Lang Cai Jing·2025-08-26 08:38Core Viewpoint - The company, Hema Electric Power Electronics Co., Ltd., is experiencing positive market dynamics due to its focus on photovoltaic inverters and energy storage products, benefiting from the depreciation of the RMB and plans for share repurchase and increase in holdings by major shareholders [2][3]. Company Overview - Hema Electric Power Electronics Co., Ltd. specializes in the research, manufacturing, and sales of photovoltaic inverters, energy storage products, and electrical equipment [2][7]. - The company's main products include micro-inverters, monitoring equipment, distributed photovoltaic power generation systems, modular inverters, and energy storage systems [2][7]. - The company has been recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise, indicating its strong market position and innovation capabilities [2]. Financial Performance - For the first quarter of 2025, the company reported a revenue of 336 million, representing a year-on-year growth of 1.46%, while the net profit attributable to the parent company was a loss of 10.36 million, a decrease of 115.39% year-on-year [8]. - As of March 31, the company had 10,400 shareholders, with an average of 11,875 circulating shares per person, reflecting a slight decrease in shareholder numbers but an increase in average shares held [8]. Market Dynamics - The company's overseas revenue accounted for 64.25% of total revenue, benefiting from the depreciation of the RMB [3]. - The stock price of Hema shares increased by 0.79% on August 26, with a trading volume of 178 million and a turnover rate of 1.26%, leading to a total market capitalization of 14.12 billion [1][3]. Shareholder Activity - On March 5, 2025, Hangkai Holdings Group announced plans to increase its holdings in Hema shares, with an investment amount between 111.5 million and 223 million, funded by its own resources and special loans [3].