新股消息 | 特锐德递表港交所 为全球最大的高压预制舱变电站制造商

Company Overview - The company, Teruid, is a leading provider of prefabricated substations, transformers, switchgear, and electric vehicle (EV) charging equipment, involved in the research, manufacturing, sales, and operation of EV charging networks [2] - Teruid is recognized as the largest global provider of prefabricated substations and the largest manufacturer and operator of EV charging equipment in China, with a total of 1,242 high-voltage prefabricated substations sold during the reporting period [2] - The company has a comprehensive capability in the independent research and development, manufacturing, and operation of high-voltage prefabricated substations and EV charging technologies, contributing to the construction of China's new power system [2] Product and Technology - Teruid's smart EV charging equipment integrates efficient energy replenishment and bidirectional energy interaction, providing safe and convenient charging services through proprietary safety technologies and data management systems [3] - The company is constructing an overseas headquarters for intelligent manufacturing of high-voltage prefabricated substations in Qingdao, enhancing its international competitiveness by aligning with global production standards [3] Financial Performance - For the fiscal years ending October 31, 2023, 2024, and 2025, the company reported revenues of approximately RMB 12.69 billion, RMB 15.37 billion, and RMB 11.33 billion, respectively [5][7] - The net profit for the same periods was approximately RMB 527 million, RMB 939 million, and RMB 835 million, with gross profit margins of 26.2%, 25.9%, and 26.8% respectively [7] Market Insights - The global market for prefabricated substations is projected to grow from RMB 31 billion in 2020 to RMB 81.5 billion by 2024, with a compound annual growth rate (CAGR) of 27.3% [8] - The Chinese EV charging network market is expected to expand from RMB 40.4 billion in 2024 to approximately RMB 203.4 billion by 2030, with a CAGR of 30.9% [9]