控制器制造

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前瞻布局全球产能,和而泰跨国交付优势持续放大
Zheng Quan Shi Bao Wang· 2025-08-19 07:12
Core Viewpoint - The company, Heertai (002402), demonstrates strong risk resistance and delivery resilience amid increasing geopolitical tensions and challenges to global supply chain stability, achieving significant growth in revenue and profit in the first half of 2025 [2] Financial Performance - In the first half of 2025, the company achieved operating revenue of 5.446 billion yuan, a year-on-year increase of 19.21% [2] - The net profit attributable to the parent company reached 354 million yuan, reflecting a year-on-year growth of 78.65% [2] Business Segments - The company's core controller business generated revenue of 5.245 billion yuan, accounting for over 96% of total revenue [2] - Revenue from overseas markets reached 3.608 billion yuan, a year-on-year increase of 22.13%, making up over two-thirds of total revenue [2] Manufacturing and Supply Chain Strategy - The company has established a global manufacturing system with bases in locations such as Qingdao, Hefei, Vietnam, Italy, Romania, and Mexico, enabling a "multi-regional manufacturing + local delivery" capacity structure [2] - This strategy effectively mitigates risks associated with regional trade policy fluctuations and enhances the company's ability to respond quickly to local customers [2] Competitive Advantage - As multinational clients increasingly strengthen local supply chain construction, the company’s global manufacturing network, information system support, and stable quality output make it a preferred partner for clients, enhancing its competitive edge [2] - The company plans to further optimize capacity allocation and supply chain collaboration efficiency to solidify its service capabilities and long-term cooperation with global clients [2]
众智科技(301361) - 2025年5月21日投资者关系活动记录表
2025-05-23 07:26
Group 1: Product Overview - The company's engineering machinery controllers are applicable in various scenarios, including fuel-driven and electric-driven equipment such as pumps and drilling machines, serving industries like irrigation and mining [2][3]. - The new energy and hybrid energy business segment includes products related to smart microgrids and energy management systems, with ongoing development of energy storage inverters [4]. - The company has achieved domestic substitution for core products, reducing reliance on foreign technology and components, and is actively developing a series of domestically produced products [5]. Group 2: Market Applications - Marine generator controllers and engine controllers are used in various types of vessels, with certifications from multiple international marine classification societies [7]. - The company's products are designed for data centers, providing backup and emergency power solutions, with market opportunities driven by downstream equipment sales [8]. Group 3: International Expansion - The company exports products to over 70 countries and regions, utilizing a distributor model for overseas market development and actively participating in international trade shows [8].