通达股份累计公告预中标金额19.90亿元 占2024年收入32%

Core Insights - Tongda Co., Ltd. has announced a pre-bid win in the State Grid's procurement, with a total material value of approximately 122 million yuan, accounting for 1.97% of the company's projected revenue for 2024 [1] - The cumulative amount of announced bids has reached 1.99 billion yuan, representing 32% of the expected revenue for 2024, with a year-on-year increase of over 926.4 million yuan from January to August [1][2] Financial Performance - In the first half of the year, Tongda Co., Ltd. achieved double-digit growth in both revenue and net profit, driven by strong performance across its three core business segments [2] - The wire and cable business saw a 35.49% year-on-year revenue increase, with new orders surging by 80.17%, and significant growth in orders from the State Grid and Southern Grid by 132.84% [2] - The aerospace components precision processing and assembly business reported a 43.51% increase in revenue, supported by the introduction of advanced production lines [2] - The aluminum-based composite materials segment experienced a 12.60% revenue growth, with stable market demand across various applications [2] Client Base and Market Outlook - The company maintains a high-quality client structure, with stable collaborations with major clients such as the State Grid, Southern Grid, AVIC, and COMAC, ensuring order continuity and reliable cash flow [2] - Looking ahead, Tongda Co., Ltd. plans to focus on its three main sectors: wire and cable, aerospace manufacturing, and new materials, leveraging its technological advantages and order reserves to expand both domestic and international markets [2]