新能源充换电业务

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科达自控半年报 第二增长曲线夯实长期发展动能
Cai Jing Wang· 2025-08-25 03:30
另一方面,公司销售费用和管理费用也都有所下降。本期销售费用为1769.91万元,较上年同期的 1862.39万元下降4.97%。管理费用为1186.78万元,较上年同期的1348.41万元下降11.99%。表明公司通 过加强内部管理,提高运营效率,降低了管理成本。 通过梳理科达自控半年报,可以看出科达自控此前布局"第二增长曲线"的前瞻性,也通过新能源业务增 加了公司的发展韧性,另一方面,面对整体市场下行的压力下,公司不断加强内控,提升运营效率,减 少管理成本,但是对于研发投入持续增长,表明公司的高质量发展。 对于很多公司而言,开启"第二曲线"是实现高质量发展的必由之路,科达自控在"第二增长曲线"夯实后 已经开始"第三增长曲线"。 在股东大会上,公司董事长付国军表示,目前因受行业周期性影响,公司第一增长曲线——智慧矿山业 务业绩承压,未来会在强化基本盘的同时,大力发展第二增长曲线——新能源充换电业务,进一步提升 该业务在总营收中的占比。此外,公司正在积极培育第三增长曲线。 6月27日,科达自控(831832)披露公告称,公司拟以现金受让常州海图信息科技股份有限公司(下 称"海图科技")2550万股股份,占海图科 ...
科达自控:2024年新能源充换电业务同比增长208.65%
Quan Jing Wang· 2025-05-20 09:53
Core Viewpoint - The company, Keda Control (831832.BJ), is focusing on the rapid growth of its new energy charging and swapping business, which is projected to maintain a high growth rate in 2024, driven by unique business models and technological advantages [2]. Group 1: Business Performance - The new energy charging and swapping business is expected to achieve a revenue growth of 208.65% year-on-year in 2024, with revenues increasing from over 3 million in 2022 to 31 million in 2023, and projected to reach 97 million in 2024 [2]. - The company has established itself as a leader in the community charging segment, benefiting from the significant growth in the electric bicycle charging market in China [2]. Group 2: Market Trends - The electric two-wheeler charging station market in China is projected to have a compound annual growth rate (CAGR) of approximately 25% from 2023 to 2025 [2]. - The battery swapping market for riders is expected to reach a penetration rate of 54% by 2030, with residential battery swapping penetration anticipated to reach 15% [2]. Group 3: Strategic Focus - The company is enhancing its Internet of Things (IoT) technology and expanding its market presence while steadily developing its smart mining segment alongside the new energy charging and swapping business [2].