Company Overview - Harbin Jiuzhou Group Co., Ltd. was founded in 1993 and listed on the Shenzhen Stock Exchange in 2010 under the stock code 300040.SZ [1] - The company focuses on smart equipment and technology, with a strong emphasis on renewable energy as a key development direction [2] Business Development - Since 2015, the company has transitioned from a pure equipment supplier to a "manufacturing + service" model, forming a modern intelligent manufacturing framework [2] - The company has three main business segments: smart equipment manufacturing, renewable energy generation, and comprehensive smart energy solutions [2] Financial Performance - As of June 30, 2024, the installed capacity of connected renewable energy power stations is nearly 1 GW, with project reserves of 1 GW and under development capacity of approximately 2 GW [2] - In the first half of 2024, the company achieved operating revenue of ¥741,818,929.88, a year-on-year increase of 42.68%, and a net profit of ¥80,089,520.34, up 38.56% [2] - The asset-liability ratio stands at 59.47% [2] Order and Market Outlook - The smart assembly manufacturing business generated revenue of ¥207,888,319.42 in the first half of 2024, reflecting a year-on-year growth of approximately 66.47% [3] - The company is enhancing its market and marketing efforts, including the establishment of a new sales team targeting large clients [3] Collaboration and Partnerships - The company collaborates with state-owned enterprises through equity cooperation, allowing partners to control project capacity with minimal capital investment [4] - This model helps reduce capital expenditure while retaining revenue from power generation [4] Future Growth Drivers - The manufacturing segment is expected to benefit from increased orders as power grid investments rise, enhancing capacity utilization [5] - The renewable energy segment has sufficient project reserves to support growth over the next 3 to 5 years [5] - The comprehensive smart energy segment is positioned to benefit from favorable policies, particularly in decentralized wind power and heating projects [5] Financial Instruments - As of June 30, 2024, the company has approximately ¥305 million in convertible bonds, with a conversion period from June 25, 2021, to December 20, 2026 [5]
九洲集团(300040) - 九洲集团投资者关系管理信息