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中国电研(688128) - 中国电器科学研究院股份有限公司投资者关系活动记录(广东辖区2024年投资者网上集体接待日活动)
CEICEI(SH:688128)2024-09-12 09:47

Group 1: Financial Performance - In the first half of 2024, the company achieved operating revenue of 2.059 billion yuan, an increase of 11.64% compared to the same period last year [2] - The net profit attributable to shareholders, excluding non-recurring gains and losses, was 181 million yuan, up by 9.44% year-on-year [2] Group 2: Business Development - The company focused on sustainable growth through management transformation and collaboration, leading to steady growth in quality technical services [2] - The smart home and renewable energy-related businesses showed stable performance, contributing increasingly to overall results [2] - The electrical equipment sector expanded both existing and new markets, with double-digit growth in excitation equipment and industrial power supply businesses [3] Group 3: Market Trends and Future Outlook - The demand for energy storage continues to grow, supported by global trends in automotive electrification and policy guidance for supply-side capacity clearance [3] - The renewable battery processing system business is expected to gradually recover as new market opportunities are explored [3] - The complete equipment business maintained a positive trend from the previous year, achieving significant growth [3]