Lucky Harvest(SZ:002965)2024-09-13 12:41Group 1: Financial Performance - The company achieved a revenue of 3.154 billion yuan in the first half of 2024, representing a year-on-year growth of 28.69% [3] - The net profit attributable to shareholders reached 177 million yuan, with a year-on-year increase of 5.12% [3] - The company expects to maintain performance growth in the third quarter, driven by the increasing demand in the new energy vehicle sector [1][3] Group 2: Market Strategy - The company plans to focus on expanding its customer base in the new energy sector and converting existing orders into performance [1][4] - There is an emphasis on improving product quality and technology while optimizing internal management efficiency [4] - The company aims to diversify its customer structure to ensure stable growth in performance [8] Group 3: Investor Relations and Stock Performance - The company acknowledges concerns regarding its declining stock price and is committed to enhancing its core competitiveness and operational performance to reward investors [2][5] - There are discussions about potential stock repurchase plans, which will be disclosed in accordance with regulations [2][5] - The management is actively engaging with investors to communicate the company's value and address their concerns [2][6] Group 4: Operational Challenges - The Yibin branch reported a revenue of 340 million yuan but incurred a loss of over 8 million yuan due to increased investments in new facilities and equipment [1] - The company is currently in a ramp-up phase for new projects and is confident in achieving full production capacity over time [1] - The management is aware of the competitive pressures and is exploring ways to develop high-margin products to enhance competitiveness [2][3]