厚普股份中报扣非净利大增231.70% 诉讼计提致短期亏损

Core Viewpoint - The company, Houpu Co., Ltd., reported a significant increase in revenue and improvements in its core business profitability, despite a net loss due to a one-time provision related to a lawsuit [1][2] Group 1: Financial Performance - The company achieved an operating revenue of 392 million yuan, a year-on-year increase of 97.59% [1] - The net profit was negative due to a one-time provision of 60.93 million yuan related to a lawsuit, resulting in a net loss of 19.84 million yuan [2] - The adjusted net profit, excluding non-recurring items, was 34.66 million yuan, reflecting a year-on-year increase of 231.70% [1] Group 2: Business Operations - The company operates as a provider of comprehensive solutions for clean energy equipment, covering various fields including hydrogen energy, natural gas, and marine applications [1] - The company capitalized on market opportunities arising from the "dual carbon" policy, leading to a historical high in LNG heavy truck penetration and a rapid increase in demand for refueling equipment [1] - The company reported sufficient orders on hand, indicating stable and positive business development [1] Group 3: Profitability and Margins - The gross margin for the specialized equipment manufacturing segment reached 35.04%, an increase of 5.84 percentage points compared to the same period last year [2] - The operating profit improved, reducing losses by 28.60% year-on-year, achieving an operating profit of 43.26 million yuan [2] Group 4: Future Outlook - The company plans to continue focusing on its core capabilities in clean energy equipment and overall solutions, with an emphasis on hydrogen and natural gas sectors [2] - The company aims to accelerate its internationalization strategy and is expected to benefit from ongoing energy structure transformation and management optimization [2]