海目星H1海外新订单大增近200%

Core Viewpoint - The company is experiencing significant growth in overseas orders and improving operational quality despite domestic market pressures [1][2][3]. Group 1: Financial Performance - In the first half of the year, the company achieved total revenue of 1.664 billion yuan, with a notable improvement in operational quality as operating cash flow turned positive, recording 248 million yuan, a 136% increase year-on-year [2]. - The total new order amount reached 4.421 billion yuan, representing a year-on-year growth of 117.5%, with a backlog of orders valued at approximately 10.085 billion yuan as of June 30 [3]. Group 2: Market Expansion - The growth in orders is primarily driven by overseas business, with new signed orders from international markets amounting to 1.888 billion yuan, a year-on-year increase of 192.5%, marking a record high for the company [3]. - To support global expansion, the company has established 8 subsidiaries in Europe, North America, and the Asia-Pacific region, entering the supply chains of over 20 leading overseas enterprises [4]. Group 3: Technological Development - The company is actively advancing in cutting-edge technology, particularly in solid-state batteries, pursuing two technical routes: "oxide electrolyte + lithium metal anode" and "sulfide electrolyte + silicon-carbon anode" [6]. - A five-year strategic cooperation agreement has been signed with a solid-state battery manufacturer, resulting in a 400 million yuan order for 2GWh production capacity equipment [6]. - The company has also delivered key equipment for a sulfide solid-state battery pilot line to a "global leading new energy technology company" [6]. Group 4: Business Diversification - The company is expanding its business boundaries through acquisitions, including the purchase of the Swiss Leister Group's plastic welding business, which allows entry into automotive engineering and medical technology sectors [6]. - Plans are in place to enter the European and American sheet metal cutting market in the fourth quarter of this year, aiming to establish it as the third overseas business pillar following lithium battery equipment and plastic welding [7]. Group 5: Industry Context - The global competition in high-end new energy equipment has entered a multi-dimensional contest focusing on technology, environmental standards, and localization [8].