Himile Science And Technology(SZ:002595)2024-10-10 07:51Group 1: Company Overview - The company has established overseas factories in multiple countries, including the USA, Thailand, Hungary, India, Brazil, Vietnam, Mexico, and Cambodia, forming a comprehensive global production service system [2] - Currently, overseas production capacity accounts for approximately 10% of the total mold production capacity [2] Group 2: Financial Performance - In 2023, the company increased its dividend amount to nearly 500 million yuan, with a mid-term dividend proposal for 2024 [3] - The gross margin for large component machinery products in the first half of 2024 is 24.48%, an increase of 4.36 percentage points year-on-year, attributed to product structure optimization, lower raw material prices, exchange rate changes, and efficiency improvements [3] Group 3: Market Position and Product Information - The company holds over 30% market share in the tire mold business, with a higher market share domestically compared to internationally [3] - Main raw materials include forged steel, pig iron, scrap steel, and aluminum ingots [3] Group 4: Future Outlook - The global gas turbine market is expected to maintain good demand until 2030, with the company anticipating a full order book for its gas turbine business in 2024 [3] - The company predicts rapid year-on-year growth for its tire mold business in the first half of 2024, with continued growth expected in the second half, contingent on market demand [3]