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天奇股份:公司出口业务主要为汽车智能装备业务及重工机械业务
Zheng Quan Ri Bao Wang· 2025-12-31 08:42
证券日报网讯12月31日,天奇股份(002009)在互动平台回答投资者提问时表示,截至2025年上半年, 公司国外地区营收4.17亿元(占比33.44%),较上期同期上升64.23%。公司出口业务主要为汽车智能装备 业务及重工机械业务,出口国家包括北美、欧洲、东南亚、南美等。公司未来将持续追踪海外市场情况 及客户需求,深化海外市场开发,加强与国际头部车企的技术交流与业务合作,扩增海外销售、技术及 工程团队,提升海外项目执行能力。2026年上半年公司智能装备泰国基地将投入使用,重点用于支持北 美项目、东南亚项目的后续生产、现场管理、项目交付及售后服务。 ...
天奇股份(002009) - 002009天奇股份投资者关系管理信息20250508
2025-05-08 11:08
Financial Performance - In 2024, the company achieved a total revenue of 296,028.43 million, a year-on-year decrease of 18.14%, with a net profit attributable to shareholders of -25,509.02 million, a reduction in losses by 15,989.38 million [13] - In Q1 2025, the company reported a consolidated revenue of 62,223.24 million, with a net profit of 4,230.16 million, showing significant year-on-year improvement [13] - The smart equipment segment generated 155,475.50 million in revenue for 2024, down 4.95%, while Q1 2025 revenue was 42,929.17 million, accounting for 68.99% of total revenue, up 18.71% year-on-year [13][14] - The lithium battery recycling segment reported 58,640.95 million in revenue for 2024, down 43.08%, with Q1 2025 revenue at 8,138.51 million, representing 13.08% of total revenue, down 24% year-on-year [14] Business Segments Performance - Smart Equipment: Q1 2025 revenue was 4.29 billion with a gross margin of 18.85%, domestic revenue was 3.31 billion and international revenue was 0.97 billion [4][6] - Lithium Battery Recycling: Q1 2025 revenue was 0.81 billion with a gross margin of 3.48% [4] - Heavy Machinery: Q1 2025 revenue was 0.75 billion with a gross margin of 14.36% [4] - Circular Equipment: Q1 2025 revenue was 0.27 billion with a gross margin of 17.55% [4] Strategic Initiatives - The company aims to achieve profitability in 2025, focusing on enhancing the smart equipment business and accelerating the application of humanoid robots in industrial settings [5] - Cost control measures include strict budget execution, procurement cost optimization, production cost reduction, and enhanced expense management [7] - The company is expanding its lithium battery recycling business by optimizing external partnerships and improving internal management to enhance production efficiency and capacity utilization [11][12] Market Opportunities - The lithium battery recycling industry is expected to grow significantly, with projected recovery volumes reaching 120,000 tons by 2025 and 600,000 tons by 2030 [17] - The company is leveraging opportunities in the smart equipment sector by partnering with well-known automotive manufacturers and expanding overseas market development [8][9] Collaboration and Innovation - The company is collaborating with partners like UBTECH and Galaxy General Robotics to develop humanoid robots for industrial applications, focusing on customized solutions and large-scale production [9][15] - The joint venture with Galaxy General Robotics aims to enhance the application of embodied intelligent robots in the automotive manufacturing sector [3]