Workflow
未知机构:爱心方正汽车祥鑫科技调研要点总结玫瑰经营目标2024营-20250313
Lucky HarvestLucky Harvest(SZ:002965)2025-03-13 02:00

Summary of Key Points from the Conference Call Company Overview - The company discussed is 方正汽车 (Fangzheng Automotive) and its subsidiary 祥鑫科技 (Xiangxin Technology) Core Business Goals - The revenue target for 2024 is projected to be between 6.5 billion to 7 billion (65-70亿), with the new energy segment expected to contribute 4 billion to 4.5 billion (40-45亿) [1] - For 2025, the revenue goal is set at 8 billion (80亿), with a profit target of 400 million to 500 million (4-5亿) [1] Traditional Business Insights - The revenue from new energy vehicles is expected to grow by 20% in 2025, while revenue from fuel vehicles is anticipated to remain stable [1] - The company holds a one-third market share in battery trays in Ningde, with significant shares in 亿纬锂能 (Yiwei Lithium Energy) and 孚能科技 (Funeng Technology), while 国轩 (Guoxuan) has a smaller share [1] - The revenue from the light storage segment is projected to increase by 50% in 2025, primarily through collaboration with partner H [1] Additional Insights - The company has capabilities in manufacturing structural components and is collaborating with the Guangdong Academy of Sciences [1]