潍柴动力(000338) - 2024年8月27日投资者关系活动记录表
2024-08-27 10:29

Group 1: Overall Business Performance - The company achieved operating revenue of approximately 112.49 billion yuan, a year-on-year increase of 6% [1] - The net profit attributable to shareholders reached about 5.9 billion yuan, reflecting a significant year-on-year growth of 51.4% [1] - The gross profit margin improved to 21.7%, with the sales profit margin reaching the best level in nearly five years [3] Group 2: Subsidiary Performance - The German subsidiary KION Group generated revenue of approximately 5.74 billion euros, a year-on-year increase of 2.1%, marking a historical high for the same period [3] - Forklift business revenue was about 4.31 billion euros, while supply chain solutions generated approximately 1.45 billion euros [3] - KION Group's net profit for the first half of 2024 was around 180 million euros, up 24.1% year-on-year, with an adjusted EBIT margin of about 7.8%, an increase of 1.6 percentage points [3] Group 3: Agricultural Machinery Sector - Sales of various agricultural machinery products by Weichai Lovol Smart Agriculture reached approximately 77,000 units, a year-on-year increase of 17.5% [3] - Revenue from this sector was about 9.8 billion yuan, reflecting a year-on-year growth of 28.1%, achieving the best historical performance for the same period [3] - Net profit in this segment was approximately 560 million yuan, with a year-on-year increase of 34.8% [3]